+379.1%
V vs ORLY
+363.8%
+15.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | -1.2% | -2.4% | +1.1% | -0.4% |
| 30D | +3.1% | -6.8% | +9.8% | +5.6% |
| 3M | +16.3% | -4.8% | +21.1% | +17.9% |
| 6M | +20.4% | -9.1% | +29.5% | +23.6% |
| YTD | +6.3% | -5.9% | +12.2% | +7.4% |
| 1Y | +8.7% | -20.4% | +29.1% | +16.5% |
| 3Y | +53.3% | +36.6% | +16.7% | +33.8% |
| 5Y | +71.1% | +117.3% | -46.2% | +23.1% |
| All | +379.1% | +363.8% | +15.4% | +175.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling