-79.9%
FIG vs ORLY
-13.1%
-66.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.4% | +4.4% | +4.8% |
| 7D | -3.8% | -2.4% | -1.5% | -4.1% |
| 30D | -2.3% | -6.8% | +4.5% | -3.2% |
| 3M | +20.0% | -4.8% | +24.7% | +18.2% |
| 6M | -16.7% | -9.1% | -7.6% | -20.5% |
| YTD | -37.9% | -5.9% | -32.0% | -37.6% |
| 1Y | -58.5% | -20.4% | -38.1% | -63.8% |
| All | -79.9% | -13.1% | -66.8% | -80.2% |
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