-19.5%
ORLY vs AMC
-12.8%
-6.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.9% | +4.1% | +0.3% |
| 7D | -1.0% | -6.8% | +5.8% | -1.0% |
| 30D | -6.7% | +1.7% | -8.3% | -6.7% |
| 3M | -3.8% | +26.8% | -30.6% | -5.0% |
| 6M | -9.0% | +117.7% | -126.7% | -13.9% |
| YTD | -5.6% | +57.7% | -63.3% | -9.2% |
| 1Y | -19.5% | -12.5% | -7.0% | -22.3% |
| All | -19.5% | -12.8% | -6.7% | -22.3% |
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