-5.6%
COST vs ORLY
-18.8%
+13.1%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.2% |
| 7D | -1.2% | -2.4% | +1.2% | -0.7% |
| 30D | -4.7% | -6.8% | +2.0% | -3.4% |
| 3M | -7.1% | -4.8% | -2.4% | -6.5% |
| 6M | -8.5% | -9.1% | +0.5% | -7.5% |
| YTD | +5.4% | -5.9% | +11.3% | +6.1% |
| 1Y | -5.6% | -20.4% | +14.8% | -6.8% |
| All | -5.6% | -18.8% | +13.1% | -6.8% |
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