+188.9%
GS vs ORLY
+121.3%
+67.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.2% |
| 7D | +3.4% | -2.3% | +5.7% | +3.9% |
| 30D | +0.2% | -8.2% | +8.4% | +1.9% |
| 3M | -0.3% | -3.5% | +3.2% | 0.0% |
| 6M | +27.4% | -9.2% | +36.6% | +29.5% |
| YTD | +19.6% | -5.8% | +25.5% | +20.0% |
| 1Y | +42.5% | -19.3% | +61.7% | +49.3% |
| 3Y | +240.4% | +34.4% | +206.0% | +201.1% |
| 5Y | +188.9% | +117.8% | +71.1% | +104.5% |
| All | +188.9% | +121.3% | +67.6% | +104.5% |
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 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