+37.0%
ORLY vs APA
+12.6%
+24.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.0% | -2.7% | +0.2% |
| 7D | -1.0% | +0.3% | -1.3% | -1.0% |
| 30D | -6.7% | +9.3% | -16.0% | -6.7% |
| 3M | -3.8% | +23.3% | -27.2% | -3.9% |
| 6M | -9.0% | +39.5% | -48.5% | -9.4% |
| YTD | -5.6% | +87.6% | -93.2% | -6.5% |
| 1Y | -19.5% | +114.2% | -133.7% | -20.4% |
| All | +37.0% | +12.6% | +24.4% | +35.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling