+10,995.2%
TER vs ORLY
+53,986.2%
-42,991.0%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.6% | +4.9% | +5.3% |
| 7D | +0.6% | -0.7% | +1.3% | +0.9% |
| 30D | -8.3% | -5.9% | -2.3% | -6.4% |
| 3M | -12.2% | -0.6% | -11.6% | -13.1% |
| 6M | +17.1% | -6.8% | +23.8% | +18.4% |
| YTD | +84.7% | -3.6% | +88.3% | +84.1% |
| 1Y | +199.9% | -16.3% | +216.3% | +212.3% |
| 3Y | +232.8% | +39.1% | +193.6% | +180.8% |
| 5Y | +198.6% | +125.4% | +73.1% | +108.0% |
| 10Y | +1,669.7% | +366.5% | +1,303.2% | +809.8% |
| All | +10,995.2% | +53,986.2% | -42,991.0% | +1,440.9% |
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