-75.6%
PATH vs ORLY
+111.3%
-186.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.7% |
| 7D | +0.7% | +0.1% | +0.6% | +0.7% |
| 30D | -1.1% | +6.4% | -7.6% | -3.3% |
| 3M | -14.2% | -0.5% | -13.6% | -14.1% |
| 6M | +30.9% | -0.3% | +31.2% | +30.5% |
| YTD | -20.1% | +0.4% | -20.5% | -20.8% |
| 1Y | -8.1% | -6.7% | -1.4% | -6.6% |
| 3Y | -24.3% | +39.3% | -63.5% | -37.7% |
| 5Y | -75.6% | +111.6% | -187.2% | -85.0% |
| All | -75.6% | +111.3% | -186.9% | -85.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling