+1,408.5%
LITE vs ORLY
+38.6%
+1,369.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -0.1% | +10.8% | +10.6% |
| 7D | -12.9% | -1.0% | -11.9% | -13.1% |
| 30D | -46.0% | +3.9% | -49.8% | -45.0% |
| 3M | -33.0% | -4.0% | -29.0% | -32.8% |
| 6M | -34.0% | -3.4% | -30.6% | -32.9% |
| YTD | +61.7% | -1.6% | +63.3% | +64.5% |
| 1Y | +148.3% | -7.5% | +155.8% | +152.3% |
| 3Y | +1,408.5% | +37.7% | +1,370.8% | +1,298.4% |
| All | +1,408.5% | +38.6% | +1,369.9% | +1,298.4% |
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 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