-1.2%
PFE vs ORLY
+33.7%
-34.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | -4.0% | -2.1% | -1.9% | -3.6% |
| 30D | +3.9% | -7.6% | +11.5% | +5.3% |
| 3M | +9.9% | -5.5% | +15.4% | +10.8% |
| 6M | +5.3% | -9.7% | +15.0% | +6.9% |
| YTD | +16.8% | -6.2% | +23.0% | +17.8% |
| 1Y | +20.4% | -18.6% | +39.1% | +23.8% |
| All | -1.2% | +33.7% | -34.9% | -4.6% |
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