+38.9%
ORLY vs PWR
+247.1%
-208.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.7% |
| 7D | +2.6% | +11.3% | -8.7% | +2.9% |
| 30D | +6.3% | -8.9% | +15.2% | +6.2% |
| 3M | -0.4% | -10.5% | +10.1% | -0.5% |
| 6M | +2.8% | -22.2% | +24.9% | +3.2% |
| YTD | +1.1% | +42.7% | -41.7% | +1.1% |
| 1Y | -6.3% | +41.1% | -47.4% | -6.2% |
| 3Y | +38.9% | +242.7% | -203.9% | +34.9% |
| All | +38.9% | +247.1% | -208.2% | +34.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling