+2,441.1%
MRK vs ORLY
+52,712.3%
-50,271.3%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +9.6% |
| 3M | +20.0% | -4.8% | +24.8% | +20.9% |
| 6M | +25.7% | -9.1% | +34.7% | +27.3% |
| YTD | +38.7% | -5.9% | +44.7% | +39.6% |
| 1Y | +74.7% | -20.4% | +95.1% | +80.8% |
| 3Y | +45.4% | +36.6% | +8.8% | +36.2% |
| 5Y | +129.0% | +117.3% | +11.7% | +96.4% |
| 10Y | +228.0% | +362.7% | -134.7% | +141.7% |
| All | +2,441.1% | +52,712.3% | -50,271.3% | +970.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling