+40.0%
CVS vs ORLY
+363.8%
-323.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.0% | -0.8% |
| 7D | -2.2% | -2.4% | +0.2% | -1.5% |
| 30D | -0.1% | -6.8% | +6.7% | +2.0% |
| 3M | -5.2% | -4.8% | -0.5% | -4.1% |
| 6M | +26.9% | -9.1% | +36.0% | +29.6% |
| YTD | +22.1% | -5.9% | +28.0% | +23.1% |
| 1Y | +30.8% | -20.4% | +51.2% | +38.9% |
| 3Y | +54.4% | +36.6% | +17.8% | +36.1% |
| 5Y | +33.4% | +117.3% | -84.0% | -0.9% |
| All | +40.0% | +363.8% | -323.7% | -15.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling