-6.3%
ORLY vs ROIV
+87.6%
-93.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.8% | +0.7% |
| 7D | +2.6% | +1.7% | +0.9% | +2.5% |
| 30D | +6.3% | +17.6% | -11.2% | +5.9% |
| 3M | -0.4% | +9.0% | -9.4% | -0.6% |
| 6M | +2.8% | +35.3% | -32.5% | +0.9% |
| YTD | +1.1% | +82.2% | -81.1% | -3.2% |
| 1Y | -6.3% | +92.3% | -98.5% | -11.7% |
| All | -6.3% | +87.6% | -93.9% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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