+38.9%
QCOM vs ORLY
+118.1%
-79.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | +4.4% | -1.0% | +5.4% | +4.5% |
| 30D | +9.4% | -6.7% | +16.0% | +10.6% |
| 3M | -13.7% | -3.8% | -9.8% | -13.3% |
| 6M | +28.9% | -9.0% | +37.9% | +30.8% |
| YTD | +4.7% | -5.6% | +10.4% | +5.5% |
| 1Y | +13.5% | -19.5% | +33.0% | +18.1% |
| 3Y | +77.1% | +34.7% | +42.4% | +58.2% |
| 5Y | +38.9% | +118.0% | -79.1% | -4.8% |
| All | +38.9% | +118.1% | -79.2% | -4.8% |
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 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