+36.6%
ORLY vs PSA
+22.3%
+14.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.3% | +0.2% |
| 7D | -2.4% | -1.8% | -0.5% | -1.9% |
| 30D | -6.8% | -8.4% | +1.6% | -4.6% |
| 3M | -4.8% | -7.8% | +3.1% | -2.6% |
| 6M | -9.1% | +0.8% | -9.9% | -9.1% |
| YTD | -5.9% | +16.5% | -22.4% | -8.8% |
| 1Y | -20.4% | +4.7% | -25.1% | -21.2% |
| 3Y | +36.6% | +21.1% | +15.5% | +34.0% |
| All | +36.6% | +22.3% | +14.3% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 3y: compounded portfolio wealth divided by compounded PSA 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…
3y analysis · Full analysis span regression · 6 months rolling