+279.2%
RTX vs ORLY
+363.8%
-84.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.4% |
| 7D | -1.5% | -2.4% | +0.8% | -0.7% |
| 30D | -11.0% | -6.8% | -4.2% | -8.7% |
| 3M | +7.7% | -4.8% | +12.4% | +9.1% |
| 6M | -3.9% | -9.1% | +5.2% | -1.3% |
| YTD | +9.0% | -5.9% | +14.9% | +10.2% |
| 1Y | +27.3% | -20.4% | +47.7% | +36.9% |
| 3Y | +172.9% | +36.6% | +136.3% | +133.7% |
| 5Y | +165.2% | +117.3% | +47.9% | +83.9% |
| All | +279.2% | +363.8% | -84.6% | +108.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling