+226.8%
SOXX vs ORLY
+34.2%
+192.6%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.9% |
| 7D | +1.4% | -2.4% | +3.7% | +1.1% |
| 30D | -3.6% | -6.8% | +3.2% | -4.4% |
| 3M | -10.2% | -4.8% | -5.4% | -10.3% |
| 6M | +54.2% | -9.1% | +63.3% | +54.0% |
| YTD | +75.2% | -5.9% | +81.1% | +75.3% |
| 1Y | +107.5% | -20.4% | +127.9% | +107.5% |
| 3Y | +226.8% | +36.6% | +190.2% | +210.9% |
| All | +226.8% | +34.2% | +192.6% | +210.9% |
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