+938.6%
IGV vs ORLY
+7,961.9%
-7,023.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | 0.0% | -0.4% |
| 7D | -5.4% | -2.1% | -3.2% | -4.6% |
| 30D | -2.6% | -7.6% | +5.0% | +0.3% |
| 3M | +10.5% | -5.5% | +16.0% | +12.4% |
| 6M | +18.2% | -9.7% | +27.9% | +21.5% |
| YTD | -4.2% | -6.2% | +2.0% | -3.1% |
| 1Y | -9.8% | -18.6% | +8.8% | -4.0% |
| 3Y | +39.1% | +33.8% | +5.3% | +20.0% |
| 5Y | +21.2% | +116.5% | -95.3% | -14.8% |
| 10Y | +361.5% | +361.0% | +0.5% | +127.4% |
| All | +938.6% | +7,961.9% | -7,023.3% | +32.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling