-1.6%
ORLY vs BNY
+45.2%
-46.7%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.3% | +2.8% |
| 7D | +2.1% | +2.8% | -0.7% | +2.3% |
| 30D | +10.1% | +6.7% | +3.4% | +10.5% |
| 3M | +0.6% | -2.2% | +2.7% | +0.1% |
| 6M | -1.7% | +16.8% | -18.5% | -1.2% |
| YTD | +1.2% | +33.9% | -32.6% | +3.1% |
| 1Y | -1.6% | +43.9% | -45.5% | +1.5% |
| All | -1.6% | +45.2% | -46.7% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 1y: compounded portfolio wealth divided by compounded BNY 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…
1y analysis · Full analysis span regression · 6 months rolling