+521.0%
LITE vs ORLY
-15.5%
+536.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.6% | +3.4% | +4.4% |
| 7D | -1.5% | -0.7% | -0.8% | -2.0% |
| 30D | +6.7% | -5.9% | +12.6% | +3.3% |
| 3M | -6.8% | -0.6% | -6.2% | -5.7% |
| 6M | +29.4% | -6.8% | +36.2% | +28.2% |
| YTD | +139.1% | -3.6% | +142.7% | +143.2% |
| 1Y | +521.0% | -16.3% | +537.3% | +478.5% |
| All | +521.0% | -15.5% | +536.5% | +478.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling