+93.1%
ORCL vs ORLY
+118.1%
-25.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.8% | -0.6% |
| 7D | +10.9% | -1.0% | +11.9% | +11.1% |
| 30D | +7.0% | -6.7% | +13.7% | +8.1% |
| 3M | -21.2% | -3.8% | -17.4% | -20.9% |
| 6M | +7.4% | -9.0% | +16.4% | +8.6% |
| YTD | -16.3% | -5.6% | -10.7% | -16.1% |
| 1Y | -32.3% | -19.5% | -12.8% | -29.7% |
| 3Y | +32.6% | +34.7% | -2.2% | +12.8% |
| 5Y | +93.1% | +118.0% | -25.0% | +30.4% |
| All | +93.1% | +118.1% | -25.0% | +30.4% |
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