+1,381.0%
NET vs ORLY
+254.2%
+1,126.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.6% | -5.2% | -3.3% |
| 7D | -16.4% | +2.1% | -18.5% | -16.9% |
| 30D | -25.8% | +10.1% | -35.9% | -28.1% |
| 3M | -11.5% | +0.6% | -12.1% | -12.0% |
| 6M | +18.9% | -1.7% | +20.7% | +18.9% |
| YTD | +35.2% | +1.2% | +34.0% | +33.1% |
| 1Y | +14.5% | -1.6% | +16.0% | +13.5% |
| 3Y | +313.8% | +45.4% | +268.5% | +246.3% |
| 5Y | +32.6% | +118.5% | -85.9% | -6.0% |
| All | +1,381.0% | +254.2% | +1,126.8% | +838.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling