+327.2%
SMH vs ORLY
+116.6%
+210.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.4% |
| 7D | +0.3% | -2.4% | +2.6% | +0.6% |
| 30D | -2.8% | -6.8% | +4.0% | -1.8% |
| 3M | -6.7% | -4.8% | -2.0% | -6.3% |
| 6M | +41.8% | -9.1% | +50.8% | +43.5% |
| YTD | +57.9% | -5.9% | +63.8% | +58.3% |
| 1Y | +87.6% | -20.4% | +108.0% | +95.7% |
| 3Y | +282.9% | +36.6% | +246.4% | +226.1% |
| All | +327.2% | +116.6% | +210.6% | +173.0% |
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