+18,662.3%
COST vs ORLY
+52,712.3%
-34,050.0%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.2% |
| 7D | -1.2% | -2.4% | +1.2% | -0.6% |
| 30D | -4.7% | -6.8% | +2.0% | -3.0% |
| 3M | -7.1% | -4.8% | -2.4% | -6.2% |
| 6M | -8.5% | -9.1% | +0.5% | -6.6% |
| YTD | +5.4% | -5.9% | +11.3% | +6.5% |
| 1Y | -5.6% | -20.4% | +14.8% | -0.6% |
| 3Y | +68.5% | +36.6% | +31.9% | +53.4% |
| 5Y | +105.2% | +117.3% | -12.1% | +65.4% |
| 10Y | +610.7% | +362.7% | +248.0% | +359.1% |
| All | +18,662.3% | +52,712.3% | -34,050.0% | +5,618.3% |
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