+67.3%
F vs ORLY
+425.5%
-358.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.2% |
| 7D | -3.1% | +2.6% | -5.7% | -4.0% |
| 30D | 0.0% | +6.3% | -6.3% | -2.1% |
| 3M | -13.2% | -0.4% | -12.8% | -13.2% |
| 6M | -10.2% | +2.8% | -13.0% | -11.8% |
| YTD | -4.9% | +1.1% | -6.0% | -6.8% |
| 1Y | -6.1% | -6.3% | +0.2% | -5.3% |
| 3Y | +46.0% | +38.9% | +7.1% | +24.0% |
| 5Y | -15.7% | +113.1% | -128.8% | -41.0% |
| All | +67.3% | +425.5% | -358.2% | -15.0% |
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 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