-9.1%
ORLY vs TRV
+25.5%
-34.6%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.1% | -1.7% | -0.6% |
| 7D | -2.4% | +1.9% | -4.3% | -3.2% |
| 30D | -6.8% | +1.7% | -8.5% | -7.6% |
| 3M | -4.8% | +23.9% | -28.6% | -15.5% |
| 6M | -9.1% | +26.3% | -35.4% | -20.4% |
| All | -9.1% | +25.5% | -34.6% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 6mo: compounded portfolio wealth divided by compounded TRV 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…
6mo analysis · Full analysis span regression · 6 months rolling