+1,092.8%
STX vs ORLY
+116.2%
+976.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -2.6% |
| 7D | +8.0% | -2.1% | +10.1% | +8.1% |
| 30D | +5.1% | -7.6% | +12.7% | +5.7% |
| 3M | +5.8% | -5.5% | +11.2% | +6.0% |
| 6M | +124.9% | -9.7% | +134.7% | +126.8% |
| YTD | +213.9% | -6.2% | +220.1% | +214.2% |
| 1Y | +350.4% | -18.6% | +369.0% | +363.9% |
| 3Y | +1,314.2% | +33.8% | +1,280.4% | +1,140.3% |
| 5Y | +1,092.8% | +116.5% | +976.3% | +726.3% |
| All | +1,092.8% | +116.2% | +976.6% | +726.3% |
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 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