-1.6%
ORLY vs TGT
+86.7%
-88.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.6% | -3.0% | +1.7% |
| 7D | +2.1% | +9.5% | -7.4% | +0.7% |
| 30D | +10.1% | +6.6% | +3.5% | +9.0% |
| 3M | +0.6% | +11.0% | -10.4% | -0.8% |
| 6M | -1.7% | +29.9% | -31.6% | -4.6% |
| YTD | +1.2% | +71.4% | -70.2% | -2.2% |
| 1Y | -1.6% | +88.6% | -90.2% | -6.7% |
| All | -1.6% | +86.7% | -88.3% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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