-1.6%
ORLY vs BWA
+17.4%
-18.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.5% | +5.1% | +2.6% |
| 7D | +2.1% | -9.9% | +12.0% | +1.9% |
| 30D | +10.1% | -16.4% | +26.4% | +9.7% |
| 3M | +0.6% | -19.8% | +20.4% | +0.1% |
| 6M | -1.7% | -10.0% | +8.2% | -3.9% |
| YTD | +1.2% | +12.7% | -11.5% | -3.4% |
| 1Y | -1.6% | +15.7% | -17.2% | -6.1% |
| All | -1.6% | +17.4% | -18.9% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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