+69.5%
T vs ORLY
+116.6%
-47.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +1.9% |
| 7D | +1.5% | -2.4% | +3.8% | +1.9% |
| 30D | +7.5% | -6.8% | +14.2% | +8.9% |
| 3M | +14.8% | -4.8% | +19.6% | +15.6% |
| 6M | -1.7% | -9.1% | +7.3% | -0.4% |
| YTD | +8.7% | -5.9% | +14.6% | +9.3% |
| 1Y | -7.5% | -20.4% | +12.9% | -3.9% |
| 3Y | +110.2% | +36.6% | +73.7% | +100.4% |
| All | +69.5% | +116.6% | -47.1% | +40.6% |
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