+361.0%
ORLY vs APA
-2.4%
+363.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | -0.1% | +0.3% |
| 7D | -2.4% | +4.6% | -6.9% | -2.7% |
| 30D | -6.8% | +11.9% | -18.7% | -7.7% |
| 3M | -4.8% | +22.5% | -27.2% | -6.5% |
| 6M | -9.1% | +37.5% | -46.6% | -11.9% |
| YTD | -5.9% | +87.2% | -93.1% | -11.3% |
| 1Y | -20.4% | +101.4% | -121.8% | -25.7% |
| 3Y | +36.6% | +16.9% | +19.7% | +31.8% |
| 5Y | +117.3% | +178.4% | -61.1% | +87.8% |
| All | +361.0% | -2.4% | +363.4% | +291.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling