+43.7%
F vs ORLY
+118.1%
-74.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.2% | -4.1% | -4.0% |
| 7D | -4.9% | -1.0% | -3.9% | -4.6% |
| 30D | -2.9% | -6.7% | +3.8% | -1.1% |
| 3M | -9.1% | -3.8% | -5.2% | -8.4% |
| 6M | +12.9% | -9.0% | +22.0% | +15.3% |
| YTD | +6.1% | -5.6% | +11.7% | +6.5% |
| 1Y | +22.5% | -19.5% | +42.0% | +30.3% |
| 3Y | +32.1% | +34.7% | -2.7% | +12.5% |
| 5Y | +43.7% | +118.0% | -74.3% | -4.1% |
| All | +43.7% | +118.1% | -74.4% | -4.1% |
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