+51.3%
GEV vs ORLY
-18.8%
+70.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.4% | +3.2% | +3.7% |
| 7D | +1.6% | -2.4% | +4.0% | +1.0% |
| 30D | -7.9% | -6.8% | -1.2% | -9.6% |
| 3M | +5.6% | -4.8% | +10.4% | +5.4% |
| 6M | +13.1% | -9.1% | +22.1% | +12.3% |
| YTD | +46.7% | -5.9% | +52.6% | +48.4% |
| 1Y | +51.3% | -20.4% | +71.7% | +44.9% |
| All | +51.3% | -18.8% | +70.1% | +44.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling