+12.3%
QQQ vs ORLY
+0.3%
+12.0%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | +1.1% |
| 7D | -4.6% | +2.1% | -6.7% | -4.5% |
| 30D | -8.5% | +10.1% | -18.6% | -7.9% |
| 3M | -4.3% | +0.6% | -4.9% | -4.1% |
| 6M | +3.1% | -1.7% | +4.8% | +4.0% |
| YTD | +13.0% | +1.2% | +11.8% | +14.3% |
| 1Y | +12.3% | -1.6% | +13.9% | +13.2% |
| All | +12.3% | +0.3% | +12.0% | +13.2% |
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