+41.1%
CLS vs ORLY
-15.5%
+56.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +1.0% |
| 7D | +4.6% | -0.7% | +5.3% | +4.3% |
| 30D | -13.9% | -5.9% | -8.0% | -15.3% |
| 3M | -26.6% | -0.6% | -26.0% | -25.9% |
| 6M | +15.4% | -6.8% | +22.2% | +14.8% |
| YTD | +5.7% | -3.6% | +9.3% | +9.5% |
| 1Y | +41.1% | -16.3% | +57.4% | +30.9% |
| All | +41.1% | -15.5% | +56.6% | +30.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling