+146.1%
LITE vs ORLY
-7.3%
+153.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.7% | -2.7% |
| 7D | +22.6% | +0.1% | +22.5% | +22.6% |
| 30D | -36.8% | +6.4% | -43.2% | -33.0% |
| 3M | -33.0% | -0.5% | -32.5% | -31.1% |
| 6M | -37.1% | -0.3% | -36.7% | -33.7% |
| YTD | +69.5% | +0.4% | +69.1% | +82.6% |
| 1Y | +146.1% | -6.7% | +152.8% | +159.5% |
| All | +146.1% | -7.3% | +153.4% | +159.5% |
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