+2,896.3%
KLAC vs ORLY
+363.8%
+2,532.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +1.8% |
| 7D | -2.7% | -2.4% | -0.3% | -1.7% |
| 30D | -13.2% | -6.8% | -6.4% | -10.7% |
| 3M | -25.0% | -4.8% | -20.3% | -24.1% |
| 6M | +23.6% | -9.1% | +32.7% | +26.6% |
| YTD | +49.2% | -5.9% | +55.1% | +49.9% |
| 1Y | +89.3% | -20.4% | +109.7% | +104.2% |
| 3Y | +274.4% | +36.6% | +237.8% | +199.3% |
| 5Y | +440.9% | +117.3% | +323.6% | +230.3% |
| All | +2,896.3% | +363.8% | +2,532.5% | +1,228.4% |
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