-1.6%
ORLY vs PSX
+97.5%
-99.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.5% | +7.1% | +2.8% |
| 7D | +2.1% | -5.2% | +7.3% | +2.2% |
| 30D | +10.1% | -3.7% | +13.8% | +10.0% |
| 3M | +0.6% | +26.8% | -26.2% | -1.3% |
| 6M | -1.7% | +47.3% | -49.1% | -4.6% |
| YTD | +1.2% | +105.4% | -104.2% | -5.5% |
| 1Y | -1.6% | +96.9% | -98.5% | -7.1% |
| All | -1.6% | +97.5% | -99.1% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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