-6.3%
ORLY vs USB
+32.7%
-39.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.6% |
| 7D | +2.6% | +2.6% | 0.0% | +2.2% |
| 30D | +6.3% | +8.4% | -2.1% | +5.4% |
| 3M | -0.4% | -5.5% | +5.1% | -0.1% |
| 6M | +2.8% | +17.7% | -14.9% | +1.4% |
| YTD | +1.1% | +17.6% | -16.5% | -1.4% |
| 1Y | -6.3% | +33.9% | -40.1% | -9.0% |
| All | -6.3% | +32.7% | -39.0% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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