-40.7%
DIS vs ORLY
+116.2%
-156.9%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.2% | +1.7% |
| 7D | -1.3% | -2.1% | +0.9% | -0.7% |
| 30D | +2.2% | -7.6% | +9.8% | +4.2% |
| 3M | +8.1% | -5.5% | +13.6% | +9.4% |
| 6M | +5.2% | -9.7% | +15.0% | +7.6% |
| YTD | -6.3% | -6.2% | 0.0% | -5.2% |
| 1Y | -7.3% | -18.6% | +11.4% | -3.0% |
| 3Y | +33.8% | +33.8% | -0.1% | +20.3% |
| 5Y | -40.7% | +116.5% | -157.3% | -56.1% |
| All | -40.7% | +116.2% | -156.9% | -56.1% |
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