+428.1%
WMT vs ORLY
+363.8%
+64.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +1.0% | +1.2% |
| 7D | 0.0% | -2.4% | +2.4% | +0.7% |
| 30D | -7.4% | -6.8% | -0.6% | -5.6% |
| 3M | -10.9% | -4.8% | -6.1% | -9.8% |
| 6M | -12.7% | -9.1% | -3.6% | -10.7% |
| YTD | -3.2% | -5.9% | +2.7% | -2.0% |
| 1Y | +5.3% | -20.4% | +25.7% | +11.3% |
| 3Y | +101.9% | +36.6% | +65.3% | +84.2% |
| 5Y | +134.6% | +117.3% | +17.2% | +86.9% |
| All | +428.1% | +363.8% | +64.3% | +246.2% |
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 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