-6.3%
ORLY vs MP
-35.6%
+29.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.5% | -2.8% | +0.7% |
| 7D | +2.6% | +9.5% | -6.9% | +2.7% |
| 30D | +6.3% | -3.0% | +9.3% | +6.4% |
| 3M | -0.4% | -30.4% | +29.9% | -0.7% |
| 6M | +2.8% | -39.2% | +42.0% | +2.9% |
| YTD | +1.1% | -23.3% | +24.4% | +1.4% |
| 1Y | -6.3% | -32.6% | +26.4% | -6.2% |
| All | -6.3% | -35.6% | +29.3% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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