+60.7%
BMY vs ORLY
+363.8%
-303.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.5% | -0.2% |
| 7D | -4.8% | -2.4% | -2.4% | -4.3% |
| 30D | -0.1% | -6.8% | +6.7% | +1.2% |
| 3M | +13.1% | -4.8% | +17.9% | +13.9% |
| 6M | +8.4% | -9.1% | +17.5% | +10.1% |
| YTD | +22.0% | -5.9% | +27.9% | +23.0% |
| 1Y | +40.3% | -20.4% | +60.7% | +45.4% |
| 3Y | +20.5% | +36.6% | -16.1% | +14.0% |
| 5Y | +23.7% | +117.3% | -93.6% | +7.4% |
| All | +60.7% | +363.8% | -303.1% | +23.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling