+3,496.8%
CVX vs ORLY
+52,872.3%
-49,375.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.9% |
| 7D | +1.0% | -1.0% | +2.0% | +1.1% |
| 30D | +10.7% | -6.7% | +17.3% | +12.0% |
| 3M | +15.5% | -3.8% | +19.3% | +16.0% |
| 6M | +14.9% | -9.0% | +23.9% | +16.3% |
| YTD | +44.2% | -5.6% | +49.8% | +44.9% |
| 1Y | +43.5% | -19.5% | +63.0% | +48.3% |
| 3Y | +45.0% | +34.7% | +10.2% | +35.4% |
| 5Y | +172.2% | +118.0% | +54.1% | +130.5% |
| 10Y | +221.9% | +364.1% | -142.2% | +136.8% |
| All | +3,496.8% | +52,872.3% | -49,375.5% | +1,560.8% |
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 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