+42.0%
SOFI vs ORLY
+183.4%
-141.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.3% | +0.6% |
| 7D | -4.9% | -2.4% | -2.6% | -4.6% |
| 30D | -3.5% | -6.8% | +3.3% | -2.4% |
| 3M | +3.9% | -4.8% | +8.6% | +4.5% |
| 6M | -6.5% | -9.1% | +2.5% | -5.3% |
| YTD | -33.8% | -5.9% | -27.9% | -33.5% |
| 1Y | -33.3% | -20.4% | -12.9% | -30.7% |
| 3Y | +94.6% | +36.6% | +58.0% | +73.5% |
| 5Y | +13.3% | +117.3% | -104.0% | -12.0% |
| All | +42.0% | +183.4% | -141.4% | +0.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling