+1,263.7%
MU vs ORLY
+116.2%
+1,147.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.2% | -4.9% |
| 7D | +2.0% | -2.1% | +4.1% | +2.0% |
| 30D | +12.5% | -7.6% | +20.2% | +12.5% |
| 3M | +9.6% | -5.5% | +15.1% | +9.7% |
| 6M | +142.6% | -9.7% | +152.3% | +143.5% |
| YTD | +242.7% | -6.2% | +248.9% | +241.9% |
| 1Y | +599.3% | -18.6% | +617.9% | +614.6% |
| 3Y | +1,308.3% | +33.8% | +1,274.4% | +1,125.7% |
| 5Y | +1,263.7% | +116.5% | +1,147.2% | +835.6% |
| All | +1,263.7% | +116.2% | +1,147.5% | +835.6% |
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 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