+1,188.5%
WDC vs ORLY
+363.8%
+824.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.3% | -3.1% |
| 7D | -4.3% | -2.4% | -2.0% | -3.7% |
| 30D | -1.5% | -6.8% | +5.3% | +0.3% |
| 3M | -15.5% | -4.8% | -10.7% | -15.2% |
| 6M | +66.5% | -9.1% | +75.5% | +68.5% |
| YTD | +159.9% | -5.9% | +165.8% | +159.6% |
| 1Y | +366.0% | -20.4% | +386.4% | +391.4% |
| 3Y | +1,285.8% | +36.6% | +1,249.2% | +1,064.4% |
| 5Y | +925.6% | +117.3% | +808.2% | +589.6% |
| All | +1,188.5% | +363.8% | +824.8% | +575.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling