+83.1%
SPY vs ORLY
+116.6%
-33.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | -0.8% | -2.4% | +1.6% | -0.2% |
| 30D | -1.1% | -6.8% | +5.7% | +0.4% |
| 3M | +3.9% | -4.8% | +8.6% | +4.7% |
| 6M | +13.6% | -9.1% | +22.7% | +15.6% |
| YTD | +12.7% | -5.9% | +18.6% | +13.4% |
| 1Y | +17.5% | -20.4% | +37.9% | +23.6% |
| 3Y | +76.9% | +36.6% | +40.3% | +56.1% |
| All | +83.1% | +116.6% | -33.5% | +30.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling