-21.8%
PATH vs ORLY
+41.0%
-62.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.7% | +0.2% |
| 7D | -5.3% | +2.0% | -7.3% | -5.6% |
| 30D | -0.5% | +6.2% | -6.8% | -1.5% |
| 3M | -7.1% | -3.7% | -3.4% | -6.6% |
| 6M | +23.8% | -5.2% | +29.0% | +24.3% |
| YTD | -20.7% | -1.4% | -19.2% | -20.5% |
| 1Y | -8.1% | -5.4% | -2.7% | -7.6% |
| 3Y | -21.8% | +41.0% | -62.9% | -21.8% |
| All | -21.8% | +41.0% | -62.8% | -21.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling