+115.1%
NOK vs ORLY
+116.6%
-1.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.4% | +4.4% | +4.8% |
| 7D | +11.0% | -2.4% | +13.3% | +11.3% |
| 30D | +7.8% | -6.8% | +14.6% | +8.9% |
| 3M | -21.0% | -4.8% | -16.3% | -20.6% |
| 6M | +40.9% | -9.1% | +50.0% | +42.5% |
| YTD | +72.0% | -5.9% | +77.9% | +72.3% |
| 1Y | +140.9% | -20.4% | +161.3% | +151.5% |
| 3Y | +194.3% | +36.6% | +157.7% | +155.7% |
| All | +115.1% | +116.6% | -1.5% | +49.1% |
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