+70.3%
XLI vs ORLY
+34.2%
+36.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +1.0% |
| 7D | -1.7% | -2.4% | +0.7% | -1.3% |
| 30D | -7.3% | -6.8% | -0.5% | -6.2% |
| 3M | -1.3% | -4.8% | +3.4% | -0.7% |
| 6M | +2.2% | -9.1% | +11.3% | +3.8% |
| YTD | +11.7% | -5.9% | +17.6% | +12.3% |
| 1Y | +14.3% | -20.4% | +34.7% | +19.3% |
| 3Y | +70.3% | +36.6% | +33.8% | +59.3% |
| All | +70.3% | +34.2% | +36.2% | +59.3% |
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 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