+2,614.7%
LITE vs ORLY
+361.1%
+2,253.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.8% | +1.0% |
| 7D | +13.6% | -1.0% | +14.6% | +13.8% |
| 30D | +21.6% | -6.7% | +28.2% | +23.3% |
| 3M | +20.3% | -3.8% | +24.2% | +20.6% |
| 6M | +54.4% | -9.0% | +63.4% | +56.1% |
| YTD | +168.3% | -5.6% | +173.9% | +167.1% |
| 1Y | +551.8% | -19.5% | +571.3% | +578.5% |
| 3Y | +1,891.5% | +34.7% | +1,856.8% | +1,613.3% |
| 5Y | +1,014.7% | +118.0% | +896.7% | +684.0% |
| 10Y | +2,614.7% | +364.1% | +2,250.6% | +1,549.1% |
| All | +2,614.7% | +361.1% | +2,253.7% | +1,549.1% |
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 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