-18.6%
ORLY vs MPC
+118.0%
-136.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.7% |
| 7D | -2.1% | +1.2% | -3.4% | -2.1% |
| 30D | -7.6% | +17.0% | -24.6% | -7.1% |
| 3M | -5.5% | +49.5% | -54.9% | -4.1% |
| 6M | -9.7% | +83.5% | -93.2% | -7.7% |
| YTD | -6.2% | +144.1% | -150.3% | -3.0% |
| 1Y | -18.6% | +119.6% | -138.2% | -17.3% |
| All | -18.6% | +118.0% | -136.7% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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