+59.6%
TXN vs ORLY
+116.6%
-57.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.4% | +3.5% | +3.8% |
| 7D | +4.0% | -2.4% | +6.3% | +4.4% |
| 30D | -2.9% | -6.8% | +3.9% | -1.7% |
| 3M | -9.1% | -4.8% | -4.3% | -8.6% |
| 6M | +36.6% | -9.1% | +45.7% | +38.5% |
| YTD | +57.5% | -5.9% | +63.4% | +58.1% |
| 1Y | +49.5% | -20.4% | +69.9% | +56.5% |
| 3Y | +76.5% | +36.6% | +40.0% | +55.2% |
| All | +59.6% | +116.6% | -57.0% | +13.0% |
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 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