-20.4%
ORLY vs LNT
+8.4%
-28.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.3% | +0.4% |
| 7D | -2.4% | -1.0% | -1.3% | -1.9% |
| 30D | -6.8% | -4.2% | -2.5% | -5.1% |
| 3M | -4.8% | -6.7% | +1.9% | -1.6% |
| 6M | -9.1% | -3.6% | -5.5% | -7.2% |
| YTD | -5.9% | +5.9% | -11.8% | -6.4% |
| 1Y | -20.4% | +7.3% | -27.7% | -21.8% |
| All | -20.4% | +8.4% | -28.8% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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