-16.3%
ORLY vs AMCR
+11.5%
-27.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +0.9% |
| 7D | -0.7% | -3.3% | +2.6% | 0.0% |
| 30D | -5.9% | -5.4% | -0.5% | -4.8% |
| 3M | -0.6% | +20.0% | -20.5% | -4.3% |
| 6M | -6.8% | 0.0% | -6.8% | -7.7% |
| YTD | -3.6% | +11.5% | -15.2% | -6.9% |
| 1Y | -16.3% | +11.4% | -27.7% | -19.9% |
| All | -16.3% | +11.5% | -27.8% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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