+76.4%
SLB vs ORLY
+113.1%
-36.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.4% |
| 7D | +3.5% | +2.6% | +0.9% | +3.1% |
| 30D | +6.5% | +6.3% | +0.2% | +5.2% |
| 3M | -0.2% | -0.4% | +0.2% | -0.3% |
| 6M | -5.7% | +2.8% | -8.5% | -6.6% |
| YTD | +36.8% | +1.1% | +35.8% | +35.9% |
| 1Y | +45.8% | -6.3% | +52.0% | +46.8% |
| 3Y | +3.4% | +38.9% | -35.5% | -4.3% |
| All | +76.4% | +113.1% | -36.7% | +37.7% |
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