+53,441.7%
ORLY vs APA
+499.1%
+52,942.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.8% | -4.1% | -2.5% |
| 7D | -2.3% | -1.7% | -0.6% | -2.2% |
| 30D | -8.2% | +15.7% | -23.9% | -9.7% |
| 3M | -3.5% | +16.5% | -20.0% | -5.4% |
| 6M | -9.2% | +35.1% | -44.3% | -12.8% |
| YTD | -5.8% | +82.2% | -88.0% | -12.6% |
| 1Y | -19.3% | +102.5% | -121.7% | -26.3% |
| 3Y | +34.4% | +10.3% | +24.1% | +28.7% |
| 5Y | +117.8% | +166.1% | -48.3% | +81.9% |
| 10Y | +356.9% | -4.9% | +361.8% | +277.8% |
| All | +53,441.7% | +499.1% | +52,942.6% | +34,050.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling