+64.4%
IBIT vs ORLY
+37.3%
+27.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.2% |
| 7D | -3.2% | -2.4% | -0.9% | -3.2% |
| 30D | +22.0% | -6.8% | +28.7% | +22.2% |
| 3M | +21.4% | -4.8% | +26.2% | +21.5% |
| 6M | +9.2% | -9.1% | +18.3% | +9.6% |
| YTD | -11.8% | -5.9% | -5.9% | -11.3% |
| 1Y | -32.7% | -20.4% | -12.3% | -31.4% |
| All | +64.4% | +37.3% | +27.1% | +59.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling