+7,358.2%
SHOP vs ORLY
+475.0%
+6,883.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.2% | -5.7% | -5.5% |
| 7D | -10.6% | -1.0% | -9.6% | -10.2% |
| 30D | -18.3% | -6.7% | -11.6% | -16.1% |
| 3M | +14.8% | -3.8% | +18.6% | +16.6% |
| 6M | -5.0% | -9.0% | +4.0% | -2.0% |
| YTD | -21.2% | -5.6% | -15.6% | -20.3% |
| 1Y | -11.6% | -19.5% | +7.9% | -5.3% |
| 3Y | +101.2% | +34.7% | +66.5% | +71.1% |
| 5Y | -15.7% | +118.0% | -133.8% | -42.3% |
| 10Y | +2,989.4% | +364.1% | +2,625.3% | +1,574.4% |
| All | +7,358.2% | +475.0% | +6,883.2% | +3,125.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling