-30.9%
WDAY vs ORLY
+115.8%
-146.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.1% | -0.3% |
| 7D | -10.5% | -2.1% | -8.4% | -9.9% |
| 30D | +2.1% | -7.6% | +9.7% | +4.8% |
| 3M | +34.6% | -5.5% | +40.1% | +37.1% |
| 6M | +29.9% | -9.7% | +39.6% | +33.6% |
| YTD | -13.8% | -6.2% | -7.6% | -12.5% |
| 1Y | -18.3% | -18.6% | +0.4% | -13.2% |
| 3Y | -26.2% | +33.8% | -60.0% | -35.3% |
| All | -30.9% | +115.8% | -146.7% | -53.2% |
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 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