+361.0%
ORLY vs TRGP
+863.3%
-502.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +0.9% | +0.4% |
| 7D | -2.4% | +0.1% | -2.4% | -2.4% |
| 30D | -6.8% | +8.0% | -14.8% | -7.6% |
| 3M | -4.8% | +8.3% | -13.0% | -5.7% |
| 6M | -9.1% | +23.9% | -33.0% | -11.3% |
| YTD | -5.9% | +59.6% | -65.5% | -10.7% |
| 1Y | -20.4% | +79.4% | -99.8% | -25.5% |
| 3Y | +36.6% | +269.4% | -232.9% | +16.9% |
| 5Y | +117.3% | +641.6% | -524.3% | +70.8% |
| All | +361.0% | +863.3% | -502.2% | +220.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling