-18.6%
ORLY vs CAPR
+26.9%
-45.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.9% | +3.3% | -0.7% |
| 7D | -2.1% | -10.6% | +8.4% | -2.2% |
| 30D | -7.6% | +111.2% | -118.8% | -7.3% |
| 3M | -5.5% | -67.2% | +61.8% | -5.6% |
| 6M | -9.7% | -75.1% | +65.4% | -9.9% |
| YTD | -6.2% | -71.2% | +65.0% | -6.4% |
| 1Y | -18.6% | +31.1% | -49.8% | -18.8% |
| All | -18.6% | +26.9% | -45.6% | -18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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