+129.2%
HPE vs ORLY
-15.5%
+144.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.6% | -5.1% | -4.4% |
| 7D | -0.6% | -0.7% | +0.1% | -0.7% |
| 30D | -2.3% | -5.9% | +3.6% | -3.5% |
| 3M | -2.9% | -0.6% | -2.3% | -2.6% |
| 6M | +143.6% | -6.8% | +150.3% | +141.1% |
| YTD | +118.5% | -3.6% | +122.2% | +121.5% |
| 1Y | +129.2% | -16.3% | +145.5% | +122.7% |
| All | +129.2% | -15.5% | +144.7% | +122.7% |
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