-2.6%
MCD vs ORLY
+34.6%
-37.2%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | -2.9% | -1.0% | -1.8% | -2.6% |
| 30D | -6.7% | -6.7% | -0.1% | -5.1% |
| 3M | -9.6% | -3.8% | -5.7% | -8.9% |
| 6M | -22.3% | -9.0% | -13.3% | -20.8% |
| YTD | -15.4% | -5.6% | -9.8% | -14.7% |
| 1Y | -16.8% | -19.5% | +2.7% | -12.7% |
| All | -2.6% | +34.6% | -37.2% | -7.5% |
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