+119.2%
ORLY vs PSX
+362.1%
-243.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | -2.4% | +1.7% | -4.1% | -2.5% |
| 30D | -6.8% | +15.6% | -22.4% | -7.8% |
| 3M | -4.8% | +46.5% | -51.2% | -7.6% |
| 6M | -9.1% | +55.0% | -64.1% | -12.2% |
| YTD | -5.9% | +105.3% | -111.2% | -11.3% |
| 1Y | -20.4% | +101.6% | -122.0% | -24.9% |
| 3Y | +36.6% | +134.1% | -97.6% | +26.3% |
| All | +119.2% | +362.1% | -243.0% | +93.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling