-1.6%
ORLY vs AMC
+38.0%
-39.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +7.3% | -4.7% | +2.5% |
| 7D | +2.1% | +17.7% | -15.6% | +1.9% |
| 30D | +10.1% | +26.2% | -16.1% | +9.8% |
| 3M | +0.6% | +31.3% | -30.8% | +0.2% |
| 6M | -1.7% | +142.8% | -144.5% | -5.4% |
| YTD | +1.2% | +125.6% | -124.4% | -2.8% |
| 1Y | -1.6% | +40.2% | -41.8% | -5.0% |
| All | -1.6% | +38.0% | -39.6% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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