+483.3%
LLY vs ORLY
+113.1%
+370.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.1% |
| 7D | +6.7% | +2.6% | +4.2% | +5.9% |
| 30D | +19.6% | +6.3% | +13.2% | +17.4% |
| 3M | +19.7% | -0.4% | +20.1% | +19.8% |
| 6M | +42.7% | +2.8% | +40.0% | +41.1% |
| YTD | +35.1% | +1.1% | +34.1% | +34.3% |
| 1Y | +42.2% | -6.3% | +48.4% | +43.9% |
| 3Y | +140.8% | +38.9% | +101.9% | +120.0% |
| All | +483.3% | +113.1% | +370.3% | +368.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling