+63.9%
META vs ORLY
+121.3%
-57.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.7% | -0.2% |
| 7D | +6.0% | -2.3% | +8.4% | +6.4% |
| 30D | +3.6% | -8.2% | +11.8% | +4.9% |
| 3M | +4.9% | -3.5% | +8.4% | +5.4% |
| 6M | -4.7% | -9.2% | +4.5% | -3.5% |
| YTD | -6.9% | -5.8% | -1.1% | -6.7% |
| 1Y | -18.2% | -19.3% | +1.1% | -15.5% |
| 3Y | +107.8% | +34.4% | +73.3% | +89.9% |
| 5Y | +63.9% | +117.8% | -53.9% | +22.4% |
| All | +63.9% | +121.3% | -57.4% | +22.4% |
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