+4,404.4%
DELL vs ORLY
+363.8%
+4,040.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.4% | +11.6% | +11.9% |
| 7D | +8.2% | -2.4% | +10.6% | +8.9% |
| 30D | +17.1% | -6.8% | +23.9% | +19.2% |
| 3M | +45.2% | -4.8% | +49.9% | +46.4% |
| 6M | +286.8% | -9.1% | +295.9% | +292.9% |
| YTD | +354.8% | -5.9% | +360.7% | +357.2% |
| 1Y | +358.3% | -20.4% | +378.7% | +383.4% |
| 3Y | +724.9% | +36.6% | +688.3% | +608.8% |
| 5Y | +1,193.7% | +117.3% | +1,076.4% | +835.0% |
| All | +4,404.4% | +363.8% | +4,040.7% | +2,585.9% |
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