+137.9%
SLB vs ORLY
+117.6%
+20.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | -1.9% | -1.0% | -0.8% | -1.7% |
| 30D | +7.8% | -6.7% | +14.5% | +9.1% |
| 3M | +2.7% | -3.8% | +6.5% | +3.2% |
| 6M | +22.2% | -9.0% | +31.2% | +23.9% |
| YTD | +51.1% | -5.6% | +56.7% | +52.2% |
| 1Y | +63.3% | -19.5% | +82.8% | +69.3% |
| 3Y | +2.4% | +34.7% | -32.3% | -4.1% |
| All | +137.9% | +117.6% | +20.3% | +105.3% |
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