+467.5%
LITE vs ORLY
-19.8%
+487.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.7% | -4.7% | -5.8% |
| 7D | +10.4% | -2.1% | +12.6% | +9.1% |
| 30D | +14.0% | -7.6% | +21.7% | +9.4% |
| 3M | +9.7% | -5.5% | +15.1% | +7.5% |
| 6M | +39.2% | -9.7% | +49.0% | +35.6% |
| YTD | +153.9% | -6.2% | +160.1% | +153.6% |
| 1Y | +467.5% | -18.6% | +486.2% | +432.4% |
| All | +467.5% | -19.8% | +487.3% | +432.4% |
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