-1.6%
ORLY vs S
+36.5%
-38.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +2.6% |
| 7D | +2.1% | -8.2% | +10.3% | +2.3% |
| 30D | +10.1% | -7.6% | +17.7% | +10.3% |
| 3M | +0.6% | +12.0% | -11.4% | -0.2% |
| 6M | -1.7% | +50.6% | -52.3% | -4.0% |
| YTD | +1.2% | +56.6% | -55.4% | -1.6% |
| 1Y | -1.6% | +39.2% | -40.8% | -3.6% |
| All | -1.6% | +36.5% | -38.1% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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