+84.3%
VZ vs ORLY
+35.9%
+48.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +1.0% |
| 7D | +0.2% | -2.3% | +2.6% | +0.7% |
| 30D | +7.1% | -8.2% | +15.3% | +9.1% |
| 3M | +12.8% | -3.5% | +16.3% | +13.4% |
| 6M | +1.8% | -9.2% | +11.0% | +3.5% |
| YTD | +30.0% | -5.8% | +35.8% | +30.7% |
| 1Y | +24.3% | -19.3% | +43.6% | +29.5% |
| 3Y | +84.3% | +34.4% | +49.9% | +79.6% |
| All | +84.3% | +35.9% | +48.4% | +79.6% |
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 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