+503.0%
MA vs ORLY
+363.8%
+139.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.5% |
| 7D | -1.7% | -2.4% | +0.6% | -0.9% |
| 30D | +1.7% | -6.8% | +8.5% | +4.2% |
| 3M | +17.2% | -4.8% | +21.9% | +18.8% |
| 6M | +13.3% | -9.1% | +22.4% | +16.3% |
| YTD | +0.2% | -5.9% | +6.1% | +1.1% |
| 1Y | -2.7% | -20.4% | +17.7% | +4.4% |
| 3Y | +39.1% | +36.6% | +2.5% | +20.1% |
| 5Y | +68.8% | +117.3% | -48.6% | +18.8% |
| All | +503.0% | +363.8% | +139.2% | +241.0% |
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