+41.0%
ORLY vs MP
+114.3%
-73.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.9% | -6.7% | -1.8% |
| 7D | +2.0% | -10.5% | +12.5% | +2.0% |
| 30D | +6.2% | -23.5% | +29.8% | +6.4% |
| 3M | -3.7% | -25.4% | +21.7% | -3.6% |
| 6M | -5.2% | -51.3% | +46.1% | -4.6% |
| YTD | -1.4% | -29.9% | +28.5% | -1.4% |
| 1Y | -5.4% | -31.8% | +26.5% | -5.3% |
| 3Y | +41.0% | +127.0% | -86.0% | +37.7% |
| All | +41.0% | +114.3% | -73.3% | +37.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling