+116.5%
ORLY vs STLA
-63.7%
+180.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -2.1% | -3.8% | +1.7% | -1.9% |
| 30D | -7.6% | -3.1% | -4.5% | -7.5% |
| 3M | -5.5% | -19.6% | +14.2% | -4.4% |
| 6M | -9.7% | -23.5% | +13.8% | -8.7% |
| YTD | -6.2% | -51.5% | +45.3% | -2.4% |
| 1Y | -18.6% | -39.7% | +21.0% | -17.2% |
| 3Y | +33.8% | -66.3% | +100.2% | +41.3% |
| 5Y | +116.5% | -63.1% | +179.7% | +121.0% |
| All | +116.5% | -63.7% | +180.2% | +121.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 5y: compounded portfolio wealth divided by compounded STLA 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…
5y analysis · Full analysis span regression · 6 months rolling