+20.7%
XLK vs ORLY
+0.3%
+20.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | +0.5% |
| 7D | -7.6% | +2.1% | -9.7% | -7.2% |
| 30D | -12.2% | +10.1% | -22.2% | -10.7% |
| 3M | -5.5% | +0.6% | -6.0% | -5.1% |
| 6M | +9.2% | -1.7% | +10.9% | +10.6% |
| YTD | +23.0% | +1.2% | +21.8% | +25.9% |
| 1Y | +20.7% | -1.6% | +22.3% | +22.9% |
| All | +20.7% | +0.3% | +20.4% | +22.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling