+1,549.9%
LLY vs ORLY
+363.8%
+1,186.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.0% | -0.8% |
| 7D | -2.9% | -2.4% | -0.6% | -2.3% |
| 30D | -8.4% | -6.8% | -1.7% | -6.6% |
| 3M | -3.8% | -4.8% | +1.0% | -2.6% |
| 6M | +11.9% | -9.1% | +21.0% | +14.7% |
| YTD | +4.3% | -5.9% | +10.2% | +5.9% |
| 1Y | +48.5% | -20.4% | +68.9% | +57.2% |
| 3Y | +91.2% | +36.6% | +54.7% | +73.8% |
| 5Y | +387.5% | +117.3% | +270.2% | +284.7% |
| All | +1,549.9% | +363.8% | +1,186.1% | +979.7% |
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