-11.2%
SHOP vs ORLY
-18.8%
+7.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +1.7% |
| 7D | -11.2% | -2.4% | -8.9% | -11.1% |
| 30D | -14.4% | -6.8% | -7.6% | -14.1% |
| 3M | +16.6% | -4.8% | +21.3% | +16.2% |
| 6M | -0.6% | -9.1% | +8.5% | -3.9% |
| YTD | -20.0% | -5.9% | -14.1% | -19.8% |
| 1Y | -11.2% | -20.4% | +9.2% | -18.5% |
| All | -11.2% | -18.8% | +7.6% | -18.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling