+117.2%
SOXL vs ORLY
-9.0%
+126.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.4% | +4.9% | +5.6% |
| 7D | +3.9% | -2.4% | +6.2% | +1.3% |
| 30D | -14.3% | -6.8% | -7.5% | -20.0% |
| 3M | -45.6% | -4.8% | -40.9% | -44.2% |
| 6M | +117.2% | -9.1% | +126.3% | +130.5% |
| All | +117.2% | -9.0% | +126.2% | +130.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling