+1,131.4%
DIS vs ORLY
+56,632.3%
-55,500.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.4% |
| 7D | +1.9% | +2.6% | -0.7% | +1.2% |
| 30D | +9.2% | +6.3% | +2.8% | +7.3% |
| 3M | +13.5% | -0.4% | +13.9% | +13.5% |
| 6M | +14.3% | +2.8% | +11.5% | +13.0% |
| YTD | +5.4% | +1.1% | +4.3% | +4.4% |
| 1Y | +12.2% | -6.3% | +18.4% | +13.3% |
| 3Y | +37.2% | +38.9% | -1.7% | +23.5% |
| 5Y | -23.1% | +113.1% | -136.2% | -39.0% |
| 10Y | +32.2% | +426.2% | -394.0% | -19.5% |
| All | +1,131.4% | +56,632.3% | -55,500.9% | +276.3% |
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