+54,688.5%
ORLY vs PTC
+759.6%
+53,928.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.0% | +6.6% | +1.4% |
| 7D | -0.7% | -10.3% | +9.6% | +0.8% |
| 30D | -5.9% | +1.1% | -7.1% | -6.2% |
| 3M | -0.6% | +1.6% | -2.2% | -1.2% |
| 6M | -6.8% | -13.5% | +6.7% | -5.4% |
| YTD | -3.6% | -19.1% | +15.4% | -1.4% |
| 1Y | -16.3% | -33.9% | +17.5% | -12.0% |
| 3Y | +39.1% | -3.9% | +43.1% | +37.4% |
| 5Y | +125.4% | +6.0% | +119.4% | +116.6% |
| 10Y | +366.5% | +223.7% | +142.8% | +273.7% |
| All | +54,688.5% | +759.6% | +53,928.9% | +34,985.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 all: compounded portfolio wealth divided by compounded PTC 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…
all analysis · Full analysis span regression · 6 months rolling