+3.7%
U vs ORLY
-15.5%
+19.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -0.9% |
| 7D | -3.8% | -0.7% | -3.1% | -3.9% |
| 30D | +17.5% | -5.9% | +23.4% | +16.6% |
| 3M | +38.7% | -0.6% | +39.3% | +39.1% |
| 6M | +104.4% | -6.8% | +111.2% | +101.6% |
| YTD | -5.7% | -3.6% | -2.0% | -4.6% |
| 1Y | +3.7% | -16.3% | +20.0% | +4.8% |
| All | +3.7% | -15.5% | +19.2% | +4.8% |
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