+43.2%
TER vs ORLY
+0.3%
+42.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.6% | -9.4% | -6.0% |
| 7D | -19.9% | +2.1% | -22.0% | -19.2% |
| 30D | -43.5% | +10.1% | -53.6% | -42.1% |
| 3M | -37.8% | +0.6% | -38.3% | -37.0% |
| 6M | -25.6% | -1.7% | -23.8% | -22.2% |
| YTD | +29.8% | +1.2% | +28.6% | +36.6% |
| 1Y | +43.2% | -1.6% | +44.8% | +53.6% |
| All | +43.2% | +0.3% | +42.9% | +53.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling