+1.0%
ORLY vs PLTD
-76.7%
+77.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -2.9% | -0.7% |
| 7D | -2.1% | +9.9% | -12.0% | -2.1% |
| 30D | -7.6% | +3.8% | -11.4% | -7.6% |
| 3M | -5.5% | -32.3% | +26.8% | -5.6% |
| 6M | -9.7% | -25.9% | +16.1% | -10.0% |
| YTD | -6.2% | -16.4% | +10.2% | -6.8% |
| 1Y | -18.6% | -25.2% | +6.5% | -19.2% |
| All | +1.0% | -76.7% | +77.7% | -3.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling