+34.4%
ORLY vs AMC
-67.8%
+102.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.1% | -2.3% |
| 7D | -2.3% | -0.8% | -1.6% | -2.3% |
| 30D | -8.2% | -1.2% | -7.0% | -8.2% |
| 3M | -3.5% | +42.2% | -45.7% | -3.7% |
| 6M | -9.2% | +118.8% | -128.0% | -9.7% |
| YTD | -5.8% | +64.1% | -69.9% | -6.3% |
| 1Y | -19.3% | -9.5% | -9.7% | -19.8% |
| 3Y | +34.4% | -64.3% | +98.8% | +29.9% |
| All | +34.4% | -67.8% | +102.3% | +29.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling