+39.4%
ORLY vs LSCC
+24.1%
+15.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.4% | +0.6% |
| 7D | -0.7% | +1.3% | -2.0% | -0.7% |
| 30D | -5.9% | -9.7% | +3.7% | -6.0% |
| 3M | -0.6% | -23.7% | +23.1% | -0.7% |
| 6M | -6.8% | +26.5% | -33.3% | -7.0% |
| YTD | -3.6% | +57.5% | -61.2% | -3.8% |
| 1Y | -16.3% | +75.7% | -92.0% | -16.6% |
| All | +39.4% | +24.1% | +15.3% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 3y: compounded portfolio wealth divided by compounded LSCC 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…
3y analysis · Full analysis span regression · 6 months rolling