+36.1%
ORLY vs BP
+38.8%
-2.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.5% | -0.7% |
| 7D | -2.1% | +5.7% | -7.9% | -2.2% |
| 30D | -7.6% | +8.1% | -15.7% | -7.7% |
| 3M | -5.5% | +8.6% | -14.1% | -5.6% |
| 6M | -9.7% | +18.1% | -27.8% | -10.2% |
| YTD | -6.2% | +37.6% | -43.9% | -7.3% |
| 1Y | -18.6% | +39.4% | -58.0% | -19.6% |
| All | +36.1% | +38.8% | -2.8% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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