-1.6%
ORLY vs WY
+0.3%
-1.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.6% | -3.0% | +1.1% |
| 7D | +2.1% | +13.3% | -11.2% | -1.3% |
| 30D | +10.1% | +17.6% | -7.6% | +5.5% |
| 3M | +0.6% | -15.0% | +15.6% | +4.0% |
| 6M | -1.7% | -5.9% | +4.2% | -1.0% |
| YTD | +1.2% | -5.7% | +7.0% | +1.2% |
| 1Y | -1.6% | -0.2% | -1.4% | -1.6% |
| All | -1.6% | +0.3% | -1.9% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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