+112.5%
NET vs ORLY
+126.2%
-13.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.5% | -2.2% |
| 7D | -7.0% | -0.7% | -6.3% | -6.7% |
| 30D | -4.8% | -5.9% | +1.1% | -2.9% |
| 3M | +3.8% | -0.6% | +4.4% | +3.5% |
| 6M | +50.0% | -6.8% | +56.8% | +52.4% |
| YTD | +41.5% | -3.6% | +45.1% | +41.5% |
| 1Y | +32.8% | -16.3% | +49.2% | +40.1% |
| 3Y | +335.9% | +39.1% | +296.7% | +242.4% |
| All | +112.5% | +126.2% | -13.7% | +3.5% |
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