-16.3%
ORLY vs TE
+132.3%
-148.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.6% |
| 7D | -0.7% | -4.0% | +3.3% | -0.8% |
| 30D | -5.9% | -15.9% | +10.0% | -6.2% |
| 3M | -0.6% | -60.5% | +60.0% | -1.4% |
| 6M | -6.8% | -35.2% | +28.4% | -7.5% |
| YTD | -3.6% | -31.1% | +27.5% | -4.0% |
| 1Y | -16.3% | +148.6% | -165.0% | -14.2% |
| All | -16.3% | +132.3% | -148.7% | -14.2% |
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