+119.2%
ORLY vs AZO
+85.8%
+33.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.5% | +0.5% |
| 7D | -2.4% | -3.6% | +1.2% | +0.2% |
| 30D | -6.8% | -5.6% | -1.2% | -2.9% |
| 3M | -4.8% | -6.6% | +1.9% | +0.1% |
| 6M | -9.1% | -22.5% | +13.4% | +8.8% |
| YTD | -5.9% | -15.2% | +9.3% | +5.0% |
| 1Y | -20.4% | -33.9% | +13.5% | +6.4% |
| 3Y | +36.6% | +11.8% | +24.8% | +22.5% |
| All | +119.2% | +85.8% | +33.4% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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