+36.6%
ORLY vs TRGP
+260.3%
-223.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -7.1% |
| 3M | -4.8% | +8.3% | -13.0% | -5.2% |
| 6M | -9.1% | +23.9% | -33.0% | -10.2% |
| YTD | -5.9% | +59.6% | -65.5% | -8.4% |
| 1Y | -20.4% | +79.4% | -99.8% | -23.0% |
| 3Y | +36.6% | +269.4% | -232.9% | +20.9% |
| All | +36.6% | +260.3% | -223.7% | +20.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling