+54,688.5%
ORLY vs SPY
+3,085.8%
+51,602.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.9% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | -5.9% | +0.1% | -6.0% | -6.0% |
| 3M | -0.6% | +2.0% | -2.6% | -2.4% |
| 6M | -6.8% | +13.0% | -19.8% | -15.2% |
| YTD | -3.6% | +13.5% | -17.2% | -12.8% |
| 1Y | -16.3% | +20.0% | -36.3% | -27.5% |
| 3Y | +39.1% | +77.2% | -38.0% | -12.1% |
| 5Y | +125.4% | +81.9% | +43.6% | +37.3% |
| 10Y | +366.5% | +314.1% | +52.5% | +50.6% |
| All | +54,688.5% | +3,085.8% | +51,602.6% | +6,880.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 all: compounded portfolio wealth divided by compounded SPY 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…
all analysis · Full analysis span regression · 6 months rolling