+19.3%
PFE vs ORLY
-18.8%
+38.1%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.2% |
| 7D | -2.6% | -2.4% | -0.2% | -2.0% |
| 30D | +5.4% | -6.8% | +12.1% | +7.0% |
| 3M | +7.8% | -4.8% | +12.5% | +8.8% |
| 6M | +5.0% | -9.1% | +14.1% | +6.9% |
| YTD | +17.1% | -5.9% | +23.0% | +18.5% |
| 1Y | +19.3% | -20.4% | +39.7% | +21.1% |
| All | +19.3% | -18.8% | +38.1% | +21.1% |
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