+145.0%
WFC vs ORLY
+363.8%
-218.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.6% | +0.8% |
| 7D | +0.4% | -2.4% | +2.7% | +1.2% |
| 30D | +1.5% | -6.8% | +8.3% | +4.1% |
| 3M | +10.2% | -4.8% | +15.0% | +11.6% |
| 6M | +18.8% | -9.1% | +27.9% | +22.1% |
| YTD | -1.5% | -5.9% | +4.4% | -0.6% |
| 1Y | +13.5% | -20.4% | +34.0% | +21.9% |
| 3Y | +135.0% | +36.6% | +98.4% | +100.4% |
| 5Y | +130.1% | +117.3% | +12.7% | +58.0% |
| All | +145.0% | +363.8% | -218.8% | +30.3% |
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