+46.2%
IBIT vs ORLY
+47.5%
-1.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.7% | -4.2% | -3.5% |
| 7D | -9.2% | +2.6% | -11.7% | -9.2% |
| 30D | -15.8% | +6.3% | -22.1% | -15.9% |
| 3M | +8.5% | -0.4% | +8.9% | +8.6% |
| 6M | -13.7% | +2.8% | -16.5% | -13.8% |
| YTD | -21.6% | +1.1% | -22.6% | -21.1% |
| 1Y | -30.0% | -6.3% | -23.7% | -29.5% |
| All | +46.2% | +47.5% | -1.3% | +41.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling