+167.0%
CVX vs ORLY
+116.6%
+50.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.6% |
| 7D | +2.6% | -2.4% | +5.0% | +2.9% |
| 30D | +9.8% | -6.8% | +16.6% | +10.7% |
| 3M | +16.2% | -4.8% | +21.0% | +16.6% |
| 6M | +13.6% | -9.1% | +22.7% | +14.6% |
| YTD | +44.4% | -5.9% | +50.3% | +44.8% |
| 1Y | +40.6% | -20.4% | +61.0% | +44.4% |
| 3Y | +48.2% | +36.6% | +11.6% | +40.0% |
| All | +167.0% | +116.6% | +50.4% | +129.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling