+69.6%
V vs ORLY
+116.2%
-46.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.6% | +0.1% |
| 7D | -3.0% | -2.1% | -0.9% | -2.5% |
| 30D | +1.2% | -7.6% | +8.8% | +3.5% |
| 3M | +13.9% | -5.5% | +19.4% | +15.4% |
| 6M | +17.2% | -9.7% | +27.0% | +20.1% |
| YTD | +5.3% | -6.2% | +11.6% | +6.3% |
| 1Y | +9.5% | -18.6% | +28.1% | +15.4% |
| 3Y | +51.9% | +33.8% | +18.1% | +36.7% |
| 5Y | +69.6% | +116.5% | -47.0% | +23.6% |
| All | +69.6% | +116.2% | -46.6% | +23.6% |
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