-6.7%
SBUX vs ORLY
+116.6%
-123.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.8% | -0.6% |
| 7D | -5.5% | -2.4% | -3.1% | -4.8% |
| 30D | -8.5% | -6.8% | -1.7% | -6.6% |
| 3M | -2.9% | -4.8% | +1.8% | -1.8% |
| 6M | -1.5% | -9.1% | +7.6% | +0.7% |
| YTD | +19.4% | -5.9% | +25.3% | +20.5% |
| 1Y | +22.9% | -20.4% | +43.4% | +30.8% |
| 3Y | +11.3% | +36.6% | -25.3% | -3.8% |
| All | -6.7% | +116.6% | -123.3% | -35.5% |
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 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