+88.5%
MA vs ORLY
+113.1%
-24.6%
-28.3%
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 | +1.3% | +2.6% | -1.3% | +0.6% |
| 30D | +9.6% | +6.3% | +3.3% | +7.8% |
| 3M | +16.8% | -0.4% | +17.2% | +16.8% |
| 6M | +35.2% | +2.8% | +32.4% | +33.7% |
| YTD | +16.6% | +1.1% | +15.5% | +14.9% |
| 1Y | +19.8% | -6.3% | +26.0% | +20.9% |
| 3Y | +70.7% | +38.9% | +31.8% | +51.7% |
| All | +88.5% | +113.1% | -24.6% | +34.8% |
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