+409.4%
GE vs ORLY
+116.6%
+292.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.5% | -0.2% |
| 7D | -4.0% | -2.4% | -1.6% | -3.4% |
| 30D | -11.4% | -6.8% | -4.6% | -9.8% |
| 3M | -2.6% | -4.8% | +2.1% | -1.7% |
| 6M | -0.3% | -9.1% | +8.7% | +1.8% |
| YTD | +5.4% | -5.9% | +11.3% | +6.3% |
| 1Y | +15.5% | -20.4% | +35.9% | +22.3% |
| 3Y | +260.8% | +36.6% | +224.2% | +220.3% |
| All | +409.4% | +116.6% | +292.7% | +271.8% |
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 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