-1.6%
ORLY vs TE
-16.5%
+14.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.5% | +6.1% | +2.5% |
| 7D | +2.1% | +3.8% | -1.7% | +2.3% |
| 30D | +10.1% | -26.2% | +36.3% | +9.5% |
| 3M | +0.6% | -49.7% | +50.3% | -0.7% |
| 6M | -1.7% | -46.5% | +44.7% | -3.7% |
| YTD | +1.2% | -59.1% | +60.4% | -0.1% |
| 1Y | -1.6% | -25.8% | +24.2% | -3.3% |
| All | -1.6% | -16.5% | +14.9% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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