+274.4%
KLAC vs ORLY
+34.2%
+240.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +2.0% |
| 7D | -2.7% | -2.4% | -0.3% | -2.8% |
| 30D | -13.2% | -6.8% | -6.4% | -13.6% |
| 3M | -25.0% | -4.8% | -20.3% | -24.9% |
| 6M | +23.6% | -9.1% | +32.7% | +23.9% |
| YTD | +49.2% | -5.9% | +55.1% | +49.5% |
| 1Y | +89.3% | -20.4% | +109.7% | +91.0% |
| 3Y | +274.4% | +36.6% | +237.8% | +240.1% |
| All | +274.4% | +34.2% | +240.2% | +240.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling