+50.4%
RSP vs ORLY
+116.2%
-65.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.5% |
| 7D | -3.1% | -2.1% | -1.0% | -2.6% |
| 30D | -3.4% | -7.6% | +4.2% | -1.5% |
| 3M | +3.6% | -5.5% | +9.1% | +4.8% |
| 6M | +9.0% | -9.7% | +18.7% | +11.4% |
| YTD | +12.2% | -6.2% | +18.4% | +13.2% |
| 1Y | +15.6% | -18.6% | +34.2% | +21.3% |
| 3Y | +51.6% | +33.8% | +17.8% | +35.0% |
| 5Y | +50.4% | +116.5% | -66.1% | +8.8% |
| All | +50.4% | +116.2% | -65.7% | +8.8% |
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