+64.0%
IBIT vs ORLY
+36.8%
+27.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.4% |
| 7D | -5.8% | -2.1% | -3.6% | -5.7% |
| 30D | +21.5% | -7.6% | +29.2% | +21.8% |
| 3M | +24.5% | -5.5% | +30.0% | +24.7% |
| 6M | +10.0% | -9.7% | +19.7% | +10.5% |
| YTD | -12.0% | -6.2% | -5.8% | -11.4% |
| 1Y | -32.3% | -18.6% | -13.7% | -31.2% |
| All | +64.0% | +36.8% | +27.2% | +59.3% |
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