+233.5%
SPOT vs ORLY
+34.2%
+199.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | -3.1% | -2.4% | -0.7% | -2.6% |
| 30D | +7.4% | -6.8% | +14.2% | +8.8% |
| 3M | +8.2% | -4.8% | +12.9% | +9.0% |
| 6M | +2.2% | -9.1% | +11.3% | +3.9% |
| YTD | -9.5% | -5.9% | -3.6% | -8.6% |
| 1Y | -23.8% | -20.4% | -3.4% | -20.5% |
| 3Y | +233.5% | +36.6% | +196.9% | +234.8% |
| All | +233.5% | +34.2% | +199.3% | +234.8% |
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