+21.2%
VZ vs ORLY
-15.5%
+36.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.0% |
| 7D | +0.1% | -0.7% | +0.8% | +0.2% |
| 30D | +7.9% | -5.9% | +13.8% | +9.2% |
| 3M | +13.6% | -0.6% | +14.2% | +13.4% |
| 6M | +1.1% | -6.8% | +7.9% | +2.0% |
| YTD | +29.3% | -3.6% | +32.9% | +28.2% |
| 1Y | +21.2% | -16.3% | +37.6% | +26.8% |
| All | +21.2% | -15.5% | +36.7% | +26.8% |
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