+37.5%
F vs ORLY
+35.9%
+1.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.3% | -2.0% | -4.1% |
| 7D | +1.2% | -2.3% | +3.5% | +1.3% |
| 30D | +1.2% | -8.2% | +9.4% | +1.7% |
| 3M | -5.7% | -3.5% | -2.1% | -5.5% |
| 6M | +17.9% | -9.2% | +27.1% | +18.9% |
| YTD | +10.4% | -5.8% | +16.2% | +10.6% |
| 1Y | +25.3% | -19.3% | +44.6% | +28.6% |
| 3Y | +37.5% | +34.4% | +3.0% | +41.8% |
| All | +37.5% | +35.9% | +1.6% | +41.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling