+23.1%
IGV vs ORLY
+116.6%
-93.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | 0.0% | +0.2% |
| 7D | -2.9% | -2.4% | -0.6% | -2.3% |
| 30D | -1.5% | -6.8% | +5.3% | +0.2% |
| 3M | +11.7% | -4.8% | +16.4% | +12.8% |
| 6M | +18.4% | -9.1% | +27.5% | +20.7% |
| YTD | -3.9% | -5.9% | +2.0% | -3.2% |
| 1Y | -9.7% | -20.4% | +10.7% | -4.3% |
| 3Y | +38.4% | +36.6% | +1.9% | +19.1% |
| All | +23.1% | +116.6% | -93.5% | -18.2% |
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