+357.7%
IGV vs ORLY
+363.8%
-6.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | 0.0% | +0.2% |
| 7D | -2.9% | -2.4% | -0.6% | -2.2% |
| 30D | -1.5% | -6.8% | +5.3% | +0.5% |
| 3M | +11.7% | -4.8% | +16.4% | +13.0% |
| 6M | +18.4% | -9.1% | +27.5% | +21.0% |
| YTD | -3.9% | -5.9% | +2.0% | -3.1% |
| 1Y | -9.7% | -20.4% | +10.7% | -4.1% |
| 3Y | +38.4% | +36.6% | +1.9% | +21.1% |
| 5Y | +21.6% | +117.3% | -95.7% | -10.4% |
| All | +357.7% | +363.8% | -6.0% | +182.5% |
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