-19.3%
ORLY vs CSGP
-66.0%
+46.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.4% | -2.0% |
| 7D | -2.3% | -5.1% | +2.8% | -1.7% |
| 30D | -8.2% | +0.3% | -8.5% | -8.2% |
| 3M | -3.5% | -9.1% | +5.6% | -3.2% |
| 6M | -9.2% | -37.3% | +28.1% | -7.3% |
| YTD | -5.8% | -54.9% | +49.0% | -2.1% |
| 1Y | -19.3% | -65.5% | +46.3% | -12.2% |
| All | -19.3% | -66.0% | +46.7% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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