-16.3%
ORLY vs APA
+94.6%
-111.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.2% | +3.8% | +0.5% |
| 7D | -0.7% | +0.5% | -1.2% | -0.7% |
| 30D | -5.9% | +23.4% | -29.3% | -5.5% |
| 3M | -0.6% | +12.7% | -13.3% | -0.3% |
| 6M | -6.8% | +39.4% | -46.2% | -6.6% |
| YTD | -3.6% | +79.0% | -82.6% | -2.7% |
| 1Y | -16.3% | +88.8% | -105.2% | -14.5% |
| All | -16.3% | +94.6% | -111.0% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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