+2.1%
HD vs ORLY
+34.6%
-32.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.3% | -1.1% |
| 7D | -1.8% | -1.0% | -0.8% | -1.4% |
| 30D | -10.8% | -6.7% | -4.2% | -8.6% |
| 3M | -2.7% | -3.8% | +1.1% | -1.5% |
| 6M | -10.3% | -9.0% | -1.3% | -7.4% |
| YTD | -7.8% | -5.6% | -2.2% | -6.2% |
| 1Y | -23.1% | -19.5% | -3.6% | -17.5% |
| All | +2.1% | +34.6% | -32.5% | -3.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling