+1,870.5%
LITE vs ORLY
+35.9%
+1,834.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.3% | +13.3% | +10.5% |
| 7D | +12.6% | -2.3% | +15.0% | +12.1% |
| 30D | +9.9% | -8.2% | +18.1% | +8.2% |
| 3M | +9.3% | -3.5% | +12.8% | +9.0% |
| 6M | +75.2% | -9.2% | +84.4% | +74.6% |
| YTD | +165.5% | -5.8% | +171.3% | +164.1% |
| 1Y | +555.0% | -19.3% | +574.3% | +556.8% |
| 3Y | +1,870.5% | +34.4% | +1,836.0% | +1,699.5% |
| All | +1,870.5% | +35.9% | +1,834.6% | +1,699.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling