-1.6%
ORLY vs FLEX
+23.4%
-25.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -12.3% | +14.9% | +1.9% |
| 7D | +2.1% | -17.0% | +19.1% | +1.2% |
| 30D | +10.1% | -33.8% | +43.9% | +8.2% |
| 3M | +0.6% | -39.0% | +39.6% | -1.4% |
| 6M | -1.7% | -15.9% | +14.2% | -3.6% |
| YTD | +1.2% | +27.8% | -26.6% | +0.3% |
| 1Y | -1.6% | +25.0% | -26.6% | -2.6% |
| All | -1.6% | +23.4% | -25.0% | -2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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