+1,670.7%
LITE vs ORLY
+419.5%
+1,251.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.3% | +9.4% | +10.4% |
| 7D | +3.4% | -1.9% | +5.3% | +3.9% |
| 30D | -34.9% | +4.5% | -39.4% | -35.7% |
| 3M | -21.0% | -2.2% | -18.8% | -21.1% |
| 6M | -38.5% | -0.9% | -37.6% | -39.1% |
| YTD | +75.8% | -0.7% | +76.6% | +72.3% |
| 1Y | +156.7% | -8.7% | +165.4% | +157.7% |
| 3Y | +1,498.6% | +37.7% | +1,460.9% | +1,269.3% |
| 5Y | +610.9% | +110.5% | +500.4% | +409.7% |
| 10Y | +1,670.7% | +416.8% | +1,253.9% | +984.0% |
| All | +1,670.7% | +419.5% | +1,251.2% | +984.0% |
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