+977.1%
BE vs ORLY
+338.7%
+638.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -2.9% |
| 7D | +23.9% | -1.0% | +25.0% | +24.2% |
| 30D | +27.8% | -6.7% | +34.5% | +30.4% |
| 3M | +3.7% | -3.8% | +7.5% | +3.6% |
| 6M | +78.0% | -9.0% | +87.0% | +80.2% |
| YTD | +209.9% | -5.6% | +215.5% | +208.9% |
| 1Y | +389.6% | -19.5% | +409.1% | +417.0% |
| 3Y | +1,730.6% | +34.7% | +1,695.9% | +1,388.6% |
| 5Y | +1,227.8% | +118.0% | +1,109.8% | +716.2% |
| All | +977.1% | +338.7% | +638.4% | +401.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ORLY.
Daily Out/Under-Performance
Portfolio return minus ORLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ORLY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ORLY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling