+42.6%
TMUS vs ORLY
+117.6%
-75.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.5% |
| 7D | -5.3% | -1.0% | -4.3% | -5.0% |
| 30D | +0.1% | -6.7% | +6.8% | +2.2% |
| 3M | -0.6% | -3.8% | +3.2% | +0.2% |
| 6M | -17.5% | -9.0% | -8.5% | -15.7% |
| YTD | -11.3% | -5.6% | -5.6% | -10.6% |
| 1Y | -25.4% | -19.5% | -5.9% | -20.7% |
| 3Y | +35.5% | +34.7% | +0.8% | +21.1% |
| All | +42.6% | +117.6% | -75.0% | +1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling