+444.9%
GS vs ORLY
+416.1%
+28.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +1.4% |
| 7D | -0.1% | -1.9% | +1.8% | +0.6% |
| 30D | +3.7% | +4.5% | -0.8% | +2.1% |
| 3M | -10.0% | -2.2% | -7.8% | -9.4% |
| 6M | -1.0% | -0.9% | -0.1% | -1.7% |
| YTD | +7.0% | -0.7% | +7.7% | +5.4% |
| 1Y | +16.6% | -8.7% | +25.4% | +18.5% |
| 3Y | +204.4% | +37.7% | +166.7% | +158.7% |
| 5Y | +160.0% | +110.5% | +49.5% | +81.1% |
| All | +444.9% | +416.1% | +28.8% | +180.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling