-18.6%
ORLY vs WST
+37.8%
-56.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.8% | -0.8% |
| 7D | -2.1% | +0.4% | -2.6% | -2.2% |
| 30D | -7.6% | -2.0% | -5.6% | -7.5% |
| 3M | -5.5% | +4.1% | -9.6% | -5.6% |
| 6M | -9.7% | +47.4% | -57.1% | -11.6% |
| YTD | -6.2% | +25.4% | -31.7% | -8.5% |
| 1Y | -18.6% | +35.3% | -54.0% | -20.8% |
| All | -18.6% | +37.8% | -56.4% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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