+161.5%
SLV vs ORLY
+116.2%
+45.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.7% | -4.6% | -5.3% |
| 7D | -5.0% | -2.1% | -2.9% | -4.9% |
| 30D | -1.8% | -7.6% | +5.8% | -1.2% |
| 3M | -0.3% | -5.5% | +5.2% | +0.1% |
| 6M | -28.2% | -9.7% | -18.5% | -27.7% |
| YTD | -10.7% | -6.2% | -4.5% | -10.1% |
| 1Y | +53.7% | -18.6% | +72.3% | +55.6% |
| 3Y | +173.7% | +33.8% | +139.8% | +166.7% |
| 5Y | +161.5% | +116.5% | +45.0% | +154.2% |
| All | +161.5% | +116.2% | +45.3% | +154.2% |
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