+11.3%
NEE vs ORLY
+116.6%
-105.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.5% | -0.2% |
| 7D | -1.3% | -2.4% | +1.0% | -0.8% |
| 30D | -3.3% | -6.8% | +3.4% | -1.9% |
| 3M | -2.3% | -4.8% | +2.5% | -1.5% |
| 6M | -8.9% | -9.1% | +0.2% | -7.3% |
| YTD | +4.8% | -5.9% | +10.7% | +5.6% |
| 1Y | +18.7% | -20.4% | +39.1% | +24.4% |
| 3Y | +33.2% | +36.6% | -3.3% | +20.1% |
| All | +11.3% | +116.6% | -105.3% | -17.5% |
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