+36.6%
ORLY vs TGT
+39.9%
-3.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -2.4% | -5.2% | +2.9% | -2.0% |
| 30D | -6.8% | +1.2% | -8.0% | -6.9% |
| 3M | -4.8% | +18.4% | -23.1% | -5.8% |
| 6M | -9.1% | +33.4% | -42.5% | -10.6% |
| YTD | -5.9% | +63.8% | -69.7% | -8.5% |
| 1Y | -20.4% | +77.2% | -97.6% | -23.0% |
| 3Y | +36.6% | +41.8% | -5.2% | +37.1% |
| All | +36.6% | +39.9% | -3.3% | +37.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling