+1,285.8%
WDC vs ORLY
+34.2%
+1,251.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.3% | -2.9% |
| 7D | -4.3% | -2.4% | -2.0% | -4.8% |
| 30D | -1.5% | -6.8% | +5.3% | -2.8% |
| 3M | -15.5% | -4.8% | -10.7% | -15.7% |
| 6M | +66.5% | -9.1% | +75.5% | +66.2% |
| YTD | +159.9% | -5.9% | +165.8% | +160.3% |
| 1Y | +366.0% | -20.4% | +386.4% | +368.0% |
| 3Y | +1,285.8% | +36.6% | +1,249.2% | +1,308.2% |
| All | +1,285.8% | +34.2% | +1,251.6% | +1,308.2% |
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 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