+462.9%
META vs ORLY
+425.5%
+37.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.7% | +2.2% | +2.7% |
| 7D | +5.2% | +2.6% | +2.6% | +4.5% |
| 30D | -13.0% | +6.3% | -19.3% | -14.4% |
| 3M | +7.9% | -0.4% | +8.4% | +7.8% |
| 6M | +4.2% | +2.8% | +1.5% | +3.0% |
| YTD | -2.5% | +1.1% | -3.6% | -3.9% |
| 1Y | +5.6% | -6.3% | +11.8% | +6.2% |
| 3Y | +96.8% | +38.9% | +57.9% | +74.6% |
| 5Y | +90.0% | +113.1% | -23.0% | +45.1% |
| All | +462.9% | +425.5% | +37.5% | +235.2% |
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