+45.4%
MRK vs ORLY
+34.2%
+11.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.6% |
| 7D | -4.3% | -2.4% | -1.9% | -3.9% |
| 30D | +8.3% | -6.8% | +15.1% | +9.5% |
| 3M | +20.0% | -4.8% | +24.8% | +20.7% |
| 6M | +25.7% | -9.1% | +34.7% | +26.9% |
| YTD | +38.7% | -5.9% | +44.7% | +39.0% |
| 1Y | +74.7% | -20.4% | +95.1% | +79.0% |
| 3Y | +45.4% | +36.6% | +8.8% | +36.6% |
| All | +45.4% | +34.2% | +11.2% | +36.6% |
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