+412.7%
C vs ORLY
+52,755.4%
-52,342.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | +0.1% |
| 7D | +3.2% | -2.3% | +5.5% | +4.0% |
| 30D | +1.3% | -8.2% | +9.5% | +4.2% |
| 3M | +3.1% | -3.5% | +6.6% | +3.8% |
| 6M | +29.6% | -9.2% | +38.8% | +32.7% |
| YTD | +19.0% | -5.8% | +24.8% | +19.8% |
| 1Y | +45.6% | -19.3% | +64.9% | +54.2% |
| 3Y | +269.3% | +34.4% | +234.8% | +223.5% |
| 5Y | +131.6% | +117.8% | +13.7% | +68.4% |
| 10Y | +286.5% | +356.9% | -70.4% | +112.8% |
| All | +412.7% | +52,755.4% | -52,342.7% | -7.7% |
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