+431.5%
LIN vs ORLY
+425.5%
+6.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.5% |
| 7D | +2.1% | +2.6% | -0.5% | +1.3% |
| 30D | +6.8% | +6.3% | +0.4% | +4.6% |
| 3M | +10.4% | -0.4% | +10.8% | +10.4% |
| 6M | +3.2% | +2.8% | +0.4% | +1.6% |
| YTD | +24.6% | +1.1% | +23.5% | +22.7% |
| 1Y | +24.4% | -6.3% | +30.7% | +25.7% |
| 3Y | +36.7% | +38.9% | -2.1% | +19.4% |
| 5Y | +67.0% | +113.1% | -46.1% | +23.1% |
| All | +431.5% | +425.5% | +6.0% | +193.0% |
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