+773.9%
MS vs ORLY
+362.1%
+411.8%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.6% | -1.0% |
| 7D | -2.1% | -2.1% | +0.1% | -1.3% |
| 30D | -1.1% | -7.6% | +6.5% | +1.8% |
| 3M | +3.5% | -5.5% | +8.9% | +4.9% |
| 6M | +33.7% | -9.7% | +43.4% | +37.4% |
| YTD | +21.8% | -6.2% | +28.0% | +22.7% |
| 1Y | +41.1% | -18.6% | +59.8% | +50.0% |
| 3Y | +174.5% | +33.8% | +140.7% | +132.8% |
| 5Y | +140.7% | +116.5% | +24.1% | +60.2% |
| All | +773.9% | +362.1% | +411.8% | +334.1% |
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