-20.7%
ORLY vs AG
+117.1%
-137.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.2% | -0.6% |
| 7D | -2.1% | -5.8% | +3.7% | -2.1% |
| 30D | -7.6% | +6.4% | -14.0% | -7.7% |
| 3M | -5.5% | +28.4% | -33.8% | -5.7% |
| 6M | -9.7% | -24.5% | +14.7% | -9.2% |
| YTD | -6.2% | +21.2% | -27.4% | -5.2% |
| All | -20.7% | +117.1% | -137.8% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling