+32.4%
XLV vs ORLY
-2.5%
+34.8%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.6% | +0.5% | +2.4% |
| 7D | +5.5% | +2.1% | +3.4% | +4.9% |
| 30D | +13.3% | +10.1% | +3.3% | +10.4% |
| 3M | +17.4% | +0.6% | +16.9% | +17.2% |
| 6M | +32.1% | -1.7% | +33.9% | +32.1% |
| YTD | +24.0% | +1.2% | +22.8% | +22.4% |
| All | +32.4% | -2.5% | +34.8% | +32.6% |
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