-18.6%
ORLY vs PCG
-4.6%
-14.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.5% | -0.6% |
| 7D | -2.1% | +0.5% | -2.6% | -2.2% |
| 30D | -7.6% | -18.9% | +11.3% | -6.5% |
| 3M | -5.5% | -15.8% | +10.4% | -5.0% |
| 6M | -9.7% | -22.6% | +12.8% | -8.7% |
| YTD | -6.2% | -12.2% | +5.9% | -5.3% |
| 1Y | -18.6% | -7.1% | -11.6% | -18.3% |
| All | -18.6% | -4.6% | -14.0% | -18.3% |
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