+133.9%
HL vs ORLY
-15.5%
+149.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.1% | -2.5% |
| 7D | +1.5% | -0.7% | +2.2% | +1.5% |
| 30D | +25.1% | -5.9% | +31.0% | +25.1% |
| 3M | +22.9% | -0.6% | +23.5% | +23.0% |
| 6M | -4.9% | -6.8% | +1.9% | -3.3% |
| YTD | +7.8% | -3.6% | +11.5% | +11.1% |
| 1Y | +133.9% | -16.3% | +150.2% | +144.9% |
| All | +133.9% | -15.5% | +149.4% | +144.9% |
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