+53.3%
V vs ORLY
+34.2%
+19.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | -1.2% | -2.4% | +1.1% | -0.6% |
| 30D | +3.1% | -6.8% | +9.8% | +4.9% |
| 3M | +16.3% | -4.8% | +21.1% | +17.5% |
| 6M | +20.4% | -9.1% | +29.5% | +22.8% |
| YTD | +6.3% | -5.9% | +12.2% | +6.8% |
| 1Y | +8.7% | -20.4% | +29.1% | +15.5% |
| 3Y | +53.3% | +36.6% | +16.7% | +43.2% |
| All | +53.3% | +34.2% | +19.1% | +43.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling