+119.2%
ORLY vs APA
+173.2%
-54.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | -0.1% | +0.3% |
| 7D | -2.4% | +4.6% | -6.9% | -2.6% |
| 30D | -6.8% | +11.9% | -18.7% | -7.3% |
| 3M | -4.8% | +22.5% | -27.2% | -5.8% |
| 6M | -9.1% | +37.5% | -46.6% | -10.9% |
| YTD | -5.9% | +87.2% | -93.1% | -9.5% |
| 1Y | -20.4% | +101.4% | -121.8% | -23.9% |
| 3Y | +36.6% | +16.9% | +19.7% | +34.9% |
| All | +119.2% | +173.2% | -54.0% | +91.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling