+165.8%
RTX vs ORLY
+116.2%
+49.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.5% |
| 7D | -2.0% | -2.1% | +0.2% | -1.4% |
| 30D | -11.2% | -7.6% | -3.6% | -9.3% |
| 3M | +12.0% | -5.5% | +17.5% | +13.4% |
| 6M | -3.6% | -9.7% | +6.1% | -1.4% |
| YTD | +9.2% | -6.2% | +15.4% | +10.3% |
| 1Y | +29.7% | -18.6% | +48.4% | +36.4% |
| 3Y | +152.0% | +33.8% | +118.1% | +123.6% |
| 5Y | +165.8% | +116.5% | +49.2% | +95.3% |
| All | +165.8% | +116.2% | +49.6% | +95.3% |
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