+4,921.3%
SOXL vs ORLY
+363.8%
+4,557.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.4% | +4.9% | +4.9% |
| 7D | +3.9% | -2.4% | +6.2% | +6.0% |
| 30D | -14.3% | -6.8% | -7.5% | -9.3% |
| 3M | -45.6% | -4.8% | -40.9% | -46.2% |
| 6M | +117.2% | -9.1% | +126.3% | +118.1% |
| YTD | +189.8% | -5.9% | +195.8% | +179.0% |
| 1Y | +317.7% | -20.4% | +338.1% | +363.2% |
| 3Y | +478.6% | +36.6% | +442.0% | +212.9% |
| 5Y | +169.5% | +117.3% | +52.2% | -14.8% |
| All | +4,921.3% | +363.8% | +4,557.5% | +985.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling