+6.2%
HD vs ORLY
+117.6%
-111.5%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -8.2% |
| 3M | -2.7% | -3.8% | +1.1% | -1.4% |
| 6M | -10.3% | -9.0% | -1.3% | -7.1% |
| YTD | -7.8% | -5.6% | -2.2% | -6.2% |
| 1Y | -23.1% | -19.5% | -3.6% | -16.4% |
| 3Y | +2.0% | +34.7% | -32.7% | -11.8% |
| All | +6.2% | +117.6% | -111.5% | -29.8% |
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