-7.7%
DIS vs ORLY
-18.8%
+11.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.6% |
| 7D | +1.2% | -2.4% | +3.5% | +1.7% |
| 30D | +3.2% | -6.8% | +10.0% | +4.9% |
| 3M | +7.0% | -4.8% | +11.8% | +7.9% |
| 6M | +6.4% | -9.1% | +15.5% | +8.2% |
| YTD | -5.6% | -5.9% | +0.3% | -4.8% |
| 1Y | -7.7% | -20.4% | +12.7% | -3.0% |
| All | -7.7% | -18.8% | +11.1% | -3.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling