+48.4%
RSP vs ORLY
+113.1%
-64.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | 0.0% |
| 7D | +2.4% | +2.6% | -0.2% | +1.7% |
| 30D | +4.3% | +6.3% | -2.1% | +2.6% |
| 3M | -0.3% | -0.4% | +0.1% | -0.3% |
| 6M | +9.8% | +2.8% | +7.0% | +8.6% |
| YTD | +16.8% | +1.1% | +15.8% | +15.6% |
| 1Y | +19.5% | -6.3% | +25.8% | +20.7% |
| 3Y | +65.1% | +38.9% | +26.3% | +45.8% |
| All | +48.4% | +113.1% | -64.6% | +6.3% |
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