+780.0%
NOW vs ORLY
+362.1%
+417.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.3% |
| 7D | -9.9% | -2.1% | -7.8% | -9.2% |
| 30D | +2.8% | -7.6% | +10.5% | +5.6% |
| 3M | +23.7% | -5.5% | +29.1% | +26.0% |
| 6M | +12.5% | -9.7% | +22.2% | +15.9% |
| YTD | -14.4% | -6.2% | -8.1% | -12.9% |
| 1Y | -29.0% | -18.6% | -10.3% | -24.5% |
| 3Y | +9.3% | +33.8% | -24.5% | -3.4% |
| 5Y | +1.2% | +116.5% | -115.3% | -24.4% |
| All | +780.0% | +362.1% | +417.9% | +441.6% |
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