+2,771.1%
NOW vs ORLY
+1,503.6%
+1,267.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.6% | -3.6% | -3.2% |
| 7D | -2.4% | -0.7% | -1.7% | -2.1% |
| 30D | +20.5% | -5.9% | +26.4% | +23.1% |
| 3M | +18.3% | -0.6% | +18.9% | +18.4% |
| 6M | +24.1% | -6.8% | +30.8% | +26.6% |
| YTD | -7.8% | -3.6% | -4.1% | -7.1% |
| 1Y | -21.4% | -16.3% | -5.1% | -16.9% |
| 3Y | +19.5% | +39.1% | -19.6% | +3.2% |
| 5Y | +4.1% | +125.4% | -121.4% | -25.4% |
| 10Y | +826.4% | +366.5% | +459.9% | +414.5% |
| All | +2,771.1% | +1,503.6% | +1,267.5% | +1,093.7% |
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