+123.9%
SBUX vs ORLY
+363.8%
-239.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.8% | -0.6% |
| 7D | -5.5% | -2.4% | -3.1% | -4.6% |
| 30D | -8.5% | -6.8% | -1.7% | -6.1% |
| 3M | -2.9% | -4.8% | +1.8% | -1.5% |
| 6M | -1.5% | -9.1% | +7.6% | +1.3% |
| YTD | +19.4% | -5.9% | +25.3% | +20.8% |
| 1Y | +22.9% | -20.4% | +43.4% | +32.5% |
| 3Y | +11.3% | +36.6% | -25.3% | -5.0% |
| 5Y | -6.9% | +117.3% | -124.2% | -35.7% |
| All | +123.9% | +363.8% | -239.9% | +17.5% |
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