-6.3%
ORLY vs PWR
+34.5%
-40.7%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.7% |
| 7D | +2.6% | +11.3% | -8.7% | +3.1% |
| 30D | +6.3% | -8.9% | +15.2% | +6.1% |
| 3M | -0.4% | -10.5% | +10.1% | -0.6% |
| 6M | +2.8% | -22.2% | +24.9% | +4.7% |
| YTD | +1.1% | +42.7% | -41.7% | -1.4% |
| 1Y | -6.3% | +41.1% | -47.4% | -8.6% |
| All | -6.3% | +34.5% | -40.7% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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