-18.6%
ORLY vs MSCI
-2.9%
-15.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.5% |
| 7D | -2.1% | -4.7% | +2.6% | -1.7% |
| 30D | -7.6% | -2.2% | -5.5% | -7.4% |
| 3M | -5.5% | -9.7% | +4.2% | -5.1% |
| 6M | -9.7% | +0.3% | -10.0% | -10.9% |
| YTD | -6.2% | -3.5% | -2.8% | -7.2% |
| 1Y | -18.6% | -1.4% | -17.3% | -19.6% |
| All | -18.6% | -2.9% | -15.8% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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