+36.0%
ORLY vs P
+187.1%
-151.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.5% |
| 7D | -0.7% | -13.3% | +12.7% | -1.0% |
| 30D | +3.4% | -34.0% | +37.4% | +2.4% |
| 3M | -3.1% | +4.1% | -7.2% | -2.9% |
| 6M | -3.8% | +30.5% | -34.3% | -3.0% |
| YTD | -2.0% | +52.2% | -54.2% | -0.9% |
| 1Y | -8.9% | +10.3% | -19.2% | -8.2% |
| 3Y | +36.0% | +180.9% | -144.9% | +39.7% |
| All | +36.0% | +187.1% | -151.1% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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