+85.2%
F vs ORLY
+362.1%
-276.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.7% | +3.9% | +3.4% |
| 7D | -3.7% | -2.1% | -1.5% | -2.9% |
| 30D | -0.7% | -7.6% | +6.9% | +2.0% |
| 3M | -1.9% | -5.5% | +3.6% | -0.5% |
| 6M | +16.1% | -9.7% | +25.8% | +19.0% |
| YTD | +9.5% | -6.2% | +15.7% | +10.3% |
| 1Y | +27.2% | -18.6% | +45.9% | +35.0% |
| 3Y | +36.3% | +33.8% | +2.4% | +17.0% |
| 5Y | +49.3% | +116.5% | -67.3% | +4.0% |
| All | +85.2% | +362.1% | -276.9% | -2.5% |
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