+1,493.1%
LITE vs ORLY
+425.5%
+1,067.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.7% | -5.2% | -4.6% |
| 7D | +10.8% | +2.6% | +8.2% | +10.2% |
| 30D | -33.4% | +6.3% | -39.8% | -34.5% |
| 3M | -32.2% | -0.4% | -31.8% | -32.5% |
| 6M | -42.1% | +2.8% | -44.9% | -43.2% |
| YTD | +61.9% | +1.1% | +60.8% | +58.0% |
| 1Y | +163.0% | -6.3% | +169.3% | +162.3% |
| 3Y | +1,358.0% | +38.9% | +1,319.2% | +1,148.3% |
| 5Y | +549.9% | +113.1% | +436.8% | +365.1% |
| All | +1,493.1% | +425.5% | +1,067.6% | +877.5% |
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 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