+48.2%
CVX vs ORLY
+34.2%
+14.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.6% |
| 7D | +2.6% | -2.4% | +5.0% | +2.8% |
| 30D | +9.8% | -6.8% | +16.6% | +10.4% |
| 3M | +16.2% | -4.8% | +21.0% | +16.4% |
| 6M | +13.6% | -9.1% | +22.7% | +14.3% |
| YTD | +44.4% | -5.9% | +50.3% | +44.6% |
| 1Y | +40.6% | -20.4% | +61.0% | +43.3% |
| 3Y | +48.2% | +36.6% | +11.6% | +46.3% |
| All | +48.2% | +34.2% | +14.0% | +46.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling