+39.2%
XLK vs ORLY
-18.8%
+58.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +1.0% | +1.4% |
| 7D | +0.2% | -2.4% | +2.6% | -0.2% |
| 30D | -0.6% | -6.8% | +6.1% | -1.8% |
| 3M | +2.6% | -4.8% | +7.3% | +2.1% |
| 6M | +34.0% | -9.1% | +43.0% | +32.8% |
| YTD | +30.7% | -5.9% | +36.6% | +32.0% |
| 1Y | +39.2% | -20.4% | +59.6% | +34.9% |
| All | +39.2% | -18.8% | +58.0% | +34.9% |
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