-16.0%
TEAM vs ORLY
+34.2%
-50.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | -5.2% | -2.4% | -2.9% | -4.9% |
| 30D | +15.8% | -6.8% | +22.5% | +16.8% |
| 3M | +101.5% | -4.8% | +106.2% | +102.4% |
| 6M | +138.2% | -9.1% | +147.3% | +139.0% |
| YTD | +10.8% | -5.9% | +16.7% | +11.0% |
| 1Y | +1.7% | -20.4% | +22.1% | +5.2% |
| 3Y | -16.0% | +36.6% | -52.6% | -21.0% |
| All | -16.0% | +34.2% | -50.2% | -21.0% |
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