+1.2%
NOW vs ORLY
+117.6%
-116.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.4% |
| 7D | -4.1% | -1.0% | -3.1% | -3.7% |
| 30D | +2.9% | -6.7% | +9.5% | +5.7% |
| 3M | +22.6% | -3.8% | +26.4% | +24.3% |
| 6M | +7.5% | -9.0% | +16.5% | +10.9% |
| YTD | -14.4% | -5.6% | -8.8% | -13.0% |
| 1Y | -29.8% | -19.5% | -10.3% | -24.0% |
| 3Y | +9.2% | +34.7% | -25.5% | -9.2% |
| All | +1.2% | +117.6% | -116.4% | -40.1% |
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