+116.5%
ORLY vs SYF
+78.7%
+37.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | -0.4% |
| 7D | -2.1% | -5.5% | +3.4% | -1.6% |
| 30D | -7.6% | -3.9% | -3.8% | -7.3% |
| 3M | -5.5% | +8.9% | -14.4% | -6.4% |
| 6M | -9.7% | +16.2% | -25.9% | -11.2% |
| YTD | -6.2% | -8.4% | +2.2% | -5.8% |
| 1Y | -18.6% | +2.6% | -21.3% | -19.4% |
| 3Y | +33.8% | +156.4% | -122.5% | +15.2% |
| 5Y | +116.5% | +78.2% | +38.4% | +91.3% |
| All | +116.5% | +78.7% | +37.8% | +91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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