+1,449.6%
NET vs ORLY
+237.2%
+1,212.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.5% | -2.1% |
| 7D | -7.0% | -0.7% | -6.3% | -6.8% |
| 30D | -4.8% | -5.9% | +1.1% | -3.1% |
| 3M | +3.8% | -0.6% | +4.4% | +3.5% |
| 6M | +50.0% | -6.8% | +56.8% | +52.2% |
| YTD | +41.5% | -3.6% | +45.1% | +41.6% |
| 1Y | +32.8% | -16.3% | +49.2% | +38.8% |
| 3Y | +335.9% | +39.1% | +296.7% | +269.8% |
| 5Y | +113.8% | +125.4% | -11.6% | +51.0% |
| All | +1,449.6% | +237.2% | +1,212.4% | +899.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling