+226.0%
XLE vs ORLY
+116.2%
+109.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.5% |
| 7D | +0.5% | -2.1% | +2.6% | +0.8% |
| 30D | +6.6% | -7.6% | +14.2% | +7.7% |
| 3M | +12.3% | -5.5% | +17.7% | +12.9% |
| 6M | +18.4% | -9.7% | +28.1% | +19.8% |
| YTD | +47.2% | -6.2% | +53.5% | +47.9% |
| 1Y | +50.3% | -18.6% | +68.9% | +54.4% |
| 3Y | +55.3% | +33.8% | +21.5% | +45.4% |
| 5Y | +226.0% | +116.5% | +109.4% | +173.9% |
| All | +226.0% | +116.2% | +109.8% | +173.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling