+746.4%
TEAM vs ORLY
+402.9%
+343.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | -4.7% | -1.0% | -3.6% | -4.4% |
| 30D | +17.0% | -6.7% | +23.7% | +18.8% |
| 3M | +85.9% | -3.8% | +89.7% | +87.5% |
| 6M | +116.7% | -9.0% | +125.7% | +120.0% |
| YTD | +9.6% | -5.6% | +15.2% | +10.3% |
| 1Y | -2.5% | -19.5% | +17.0% | +1.7% |
| 3Y | -14.0% | +34.7% | -48.7% | -21.4% |
| 5Y | -53.1% | +118.0% | -171.1% | -61.8% |
| 10Y | +502.9% | +364.1% | +138.8% | +366.0% |
| All | +746.4% | +402.9% | +343.5% | +548.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling