+58.3%
XLE vs ORLY
+34.6%
+23.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | +0.3% | -1.0% | +1.3% | +0.4% |
| 30D | +8.5% | -6.7% | +15.2% | +9.2% |
| 3M | +14.6% | -3.8% | +18.4% | +14.8% |
| 6M | +17.6% | -9.0% | +26.6% | +18.4% |
| YTD | +48.1% | -5.6% | +53.7% | +48.4% |
| 1Y | +53.8% | -19.5% | +73.3% | +56.9% |
| All | +58.3% | +34.6% | +23.7% | +55.7% |
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