+278.4%
TER vs ORLY
+33.7%
+244.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.9% | -3.7% |
| 7D | +9.4% | -2.1% | +11.5% | +8.9% |
| 30D | -2.4% | -7.6% | +5.2% | -3.9% |
| 3M | +6.5% | -5.5% | +12.0% | +6.2% |
| 6M | +23.2% | -9.7% | +32.9% | +21.9% |
| YTD | +91.5% | -6.2% | +97.7% | +91.6% |
| 1Y | +214.8% | -18.6% | +233.5% | +207.4% |
| All | +278.4% | +33.7% | +244.7% | +303.0% |
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