+1,770.5%
GE vs ORLY
+52,872.3%
-51,101.8%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.1% | -2.9% |
| 7D | -1.2% | -1.0% | -0.2% | -1.0% |
| 30D | -11.3% | -6.7% | -4.6% | -9.6% |
| 3M | -1.4% | -3.8% | +2.4% | -0.8% |
| 6M | +1.2% | -9.0% | +10.2% | +3.2% |
| YTD | +5.9% | -5.6% | +11.6% | +6.8% |
| 1Y | +18.4% | -19.5% | +37.9% | +24.2% |
| 3Y | +271.0% | +34.7% | +236.2% | +236.3% |
| 5Y | +417.9% | +118.0% | +299.9% | +308.4% |
| 10Y | +152.0% | +364.1% | -212.2% | +58.1% |
| All | +1,770.5% | +52,872.3% | -51,101.8% | +360.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling