+110.5%
ORLY vs PCAR
+118.9%
-8.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | +0.7% |
| 7D | -1.9% | +2.2% | -4.1% | -2.5% |
| 30D | +4.5% | +0.3% | +4.2% | +4.4% |
| 3M | -2.2% | -17.9% | +15.7% | +2.2% |
| 6M | -0.9% | -3.4% | +2.5% | -0.6% |
| YTD | -0.7% | -0.1% | -0.6% | -1.7% |
| 1Y | -8.7% | +13.4% | -22.2% | -12.6% |
| 3Y | +37.7% | +37.2% | +0.5% | +19.9% |
| 5Y | +110.5% | +117.3% | -6.8% | +46.2% |
| All | +110.5% | +118.9% | -8.3% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 5y: compounded portfolio wealth divided by compounded PCAR 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…
5y analysis · Full analysis span regression · 6 months rolling