-1.6%
ORLY vs PCG
-14.1%
+12.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.6% |
| 7D | +2.1% | +1.9% | +0.2% | +2.0% |
| 30D | +10.1% | +8.5% | +1.6% | +9.6% |
| 3M | +0.6% | -22.9% | +23.4% | +2.1% |
| 6M | -1.7% | -16.8% | +15.0% | -1.5% |
| YTD | +1.2% | -15.8% | +17.0% | +3.2% |
| 1Y | -1.6% | -16.0% | +14.4% | +0.5% |
| All | -1.6% | -14.1% | +12.5% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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