+40.0%
PATH vs ORLY
-15.5%
+55.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.6% | -17.2% | -16.7% |
| 7D | -16.3% | -0.7% | -15.6% | -16.3% |
| 30D | +9.9% | -5.9% | +15.9% | +10.5% |
| 3M | +30.2% | -0.6% | +30.7% | +30.2% |
| 6M | +37.2% | -6.8% | +44.0% | +36.1% |
| YTD | -7.3% | -3.6% | -3.7% | -4.6% |
| 1Y | +40.0% | -16.3% | +56.3% | +35.8% |
| All | +40.0% | -15.5% | +55.5% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ORLY.
Daily Out/Under-Performance
Portfolio return minus ORLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ORLY 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 ORLY 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