+36.6%
ORLY vs BBY
+42.8%
-6.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.1% | -2.7% | +0.2% |
| 7D | -2.4% | +0.6% | -2.9% | -2.4% |
| 30D | -6.8% | +9.4% | -16.2% | -7.1% |
| 3M | -4.8% | +19.3% | -24.1% | -5.4% |
| 6M | -9.1% | +47.9% | -57.0% | -10.7% |
| YTD | -5.9% | +39.6% | -45.5% | -7.5% |
| 1Y | -20.4% | +22.2% | -42.6% | -21.4% |
| 3Y | +36.6% | +45.0% | -8.4% | +38.9% |
| All | +36.6% | +42.8% | -6.2% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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