+94.6%
SOFI vs ORLY
+34.2%
+60.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.3% | +0.6% |
| 7D | -4.9% | -2.4% | -2.6% | -4.9% |
| 30D | -3.5% | -6.8% | +3.3% | -3.3% |
| 3M | +3.9% | -4.8% | +8.6% | +4.0% |
| 6M | -6.5% | -9.1% | +2.5% | -6.3% |
| YTD | -33.8% | -5.9% | -27.9% | -33.7% |
| 1Y | -33.3% | -20.4% | -12.9% | -32.4% |
| 3Y | +94.6% | +36.6% | +58.0% | +87.7% |
| All | +94.6% | +34.2% | +60.4% | +87.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling