+117.8%
ORLY vs LSCC
+85.6%
+32.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.4% | -3.6% | -2.3% |
| 7D | -2.3% | +5.2% | -7.5% | -2.6% |
| 30D | -8.2% | -9.6% | +1.5% | -7.8% |
| 3M | -3.5% | -17.8% | +14.3% | -2.9% |
| 6M | -9.2% | +37.4% | -46.6% | -11.6% |
| YTD | -5.8% | +59.7% | -65.5% | -9.4% |
| 1Y | -19.3% | +76.2% | -95.5% | -23.0% |
| 3Y | +34.4% | +28.2% | +6.3% | +30.8% |
| 5Y | +117.8% | +87.2% | +30.6% | +88.2% |
| All | +117.8% | +85.6% | +32.2% | +88.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling