+607.3%
CEG vs ORLY
+92.0%
+515.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -2.6% |
| 7D | +0.3% | -2.1% | +2.5% | +0.5% |
| 30D | +2.9% | -7.6% | +10.5% | +3.7% |
| 3M | +18.2% | -5.5% | +23.7% | +18.7% |
| 6M | -9.5% | -9.7% | +0.2% | -8.6% |
| YTD | -18.7% | -6.2% | -12.4% | -18.6% |
| 1Y | -10.1% | -18.6% | +8.5% | -7.8% |
| 3Y | +168.3% | +33.8% | +134.5% | +133.0% |
| All | +607.3% | +92.0% | +515.3% | +427.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling