+219.9%
SLV vs ORLY
+363.8%
-143.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +1.0% |
| 7D | -2.8% | -2.4% | -0.5% | -2.6% |
| 30D | -1.6% | -6.8% | +5.2% | -0.9% |
| 3M | -4.4% | -4.8% | +0.3% | -4.1% |
| 6M | -25.4% | -9.1% | -16.3% | -24.8% |
| YTD | -9.8% | -5.9% | -3.9% | -9.3% |
| 1Y | +53.8% | -20.4% | +74.2% | +57.1% |
| 3Y | +174.7% | +36.6% | +138.1% | +163.1% |
| 5Y | +164.3% | +117.3% | +47.0% | +137.8% |
| All | +219.9% | +363.8% | -143.9% | +169.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling