+228.7%
HL vs ORLY
+116.6%
+112.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.3% |
| 7D | -4.4% | -2.4% | -2.0% | -4.0% |
| 30D | +9.3% | -6.8% | +16.1% | +10.4% |
| 3M | +32.0% | -4.8% | +36.7% | +32.6% |
| 6M | -6.4% | -9.1% | +2.6% | -5.4% |
| YTD | +3.1% | -5.9% | +9.0% | +3.9% |
| 1Y | +77.6% | -20.4% | +98.0% | +84.2% |
| 3Y | +392.8% | +36.6% | +356.2% | +347.8% |
| All | +228.7% | +116.6% | +112.1% | +189.5% |
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