+116.3%
IBM vs ORLY
+116.2%
+0.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.3% |
| 7D | -0.3% | -2.1% | +1.8% | +0.2% |
| 30D | -1.8% | -7.6% | +5.8% | +0.1% |
| 3M | -13.5% | -5.5% | -8.0% | -12.4% |
| 6M | -5.1% | -9.7% | +4.6% | -3.1% |
| YTD | -19.4% | -6.2% | -13.1% | -18.7% |
| 1Y | -6.5% | -18.6% | +12.1% | -2.3% |
| 3Y | +73.8% | +33.8% | +40.0% | +59.6% |
| 5Y | +116.3% | +116.5% | -0.2% | +83.8% |
| All | +116.3% | +116.2% | +0.1% | +83.8% |
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 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