-3.6%
ORLY vs PLTD
-9.3%
+5.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +9.5% | -10.4% | -0.8% |
| 7D | +3.9% | +25.1% | -21.2% | +4.2% |
| 30D | +7.5% | +21.0% | -13.6% | +7.7% |
| 3M | -2.1% | -2.9% | +0.9% | -2.2% |
| 6M | -3.7% | -27.8% | +24.1% | -4.9% |
| YTD | +0.3% | -12.6% | +12.9% | -1.3% |
| 1Y | -3.6% | -9.8% | +6.2% | -5.2% |
| All | -3.6% | -9.3% | +5.6% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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