+980.0%
SMCI vs ORLY
+116.6%
+863.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.9% | +7.3% |
| 7D | +1.3% | -2.4% | +3.6% | +1.3% |
| 30D | +6.6% | -6.8% | +13.4% | +6.8% |
| 3M | +25.4% | -4.8% | +30.2% | +25.7% |
| 6M | +26.1% | -9.1% | +35.2% | +26.8% |
| YTD | +37.0% | -5.9% | +42.9% | +37.3% |
| 1Y | -8.8% | -20.4% | +11.6% | -6.8% |
| 3Y | +44.6% | +36.6% | +8.0% | +19.3% |
| All | +980.0% | +116.6% | +863.4% | +585.8% |
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