-4.6%
HD vs ORLY
+0.3%
-4.9%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.6% | +3.9% | +5.3% |
| 7D | +11.9% | +2.1% | +9.8% | +10.8% |
| 30D | +26.4% | +10.1% | +16.4% | +21.1% |
| 3M | +2.8% | +0.6% | +2.3% | +2.3% |
| 6M | +15.5% | -1.7% | +17.2% | +16.2% |
| YTD | +5.5% | +1.2% | +4.3% | +2.9% |
| 1Y | -4.6% | -1.6% | -3.0% | -7.2% |
| All | -4.6% | +0.3% | -4.9% | -7.2% |
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