-15.0%
ORLY vs SOLS
+17.0%
-32.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -2.4% | -3.5% | +1.1% | -2.1% |
| 30D | -6.8% | -1.0% | -5.8% | -6.8% |
| 3M | -4.8% | -24.1% | +19.3% | -3.1% |
| 6M | -9.1% | -18.0% | +8.9% | -8.5% |
| YTD | -5.9% | +27.1% | -33.0% | -8.0% |
| All | -15.0% | +17.0% | -32.0% | -17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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