+418.8%
META vs ORLY
+361.1%
+57.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.2% | +6.3% | +6.5% |
| 7D | +10.3% | -1.0% | +11.3% | +10.5% |
| 30D | +9.9% | -6.7% | +16.5% | +11.8% |
| 3M | +11.9% | -3.8% | +15.7% | +12.8% |
| 6M | +1.2% | -9.0% | +10.2% | +3.0% |
| YTD | -0.8% | -5.6% | +4.8% | -0.3% |
| 1Y | -14.3% | -19.5% | +5.1% | -10.3% |
| 3Y | +121.4% | +34.7% | +86.6% | +97.8% |
| 5Y | +74.5% | +118.0% | -43.6% | +32.1% |
| 10Y | +418.8% | +364.1% | +54.7% | +222.9% |
| All | +418.8% | +361.1% | +57.8% | +222.9% |
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