+1,945.9%
NOW vs ORLY
+1,570.6%
+375.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.2% | -2.5% |
| 7D | -1.7% | +0.1% | -1.7% | -1.7% |
| 30D | -27.4% | +6.4% | -33.8% | -28.8% |
| 3M | -19.4% | -0.5% | -18.9% | -19.1% |
| 6M | +13.1% | -0.3% | +13.4% | +13.2% |
| YTD | -34.3% | +0.4% | -34.7% | -34.6% |
| 1Y | -41.8% | -6.7% | -35.1% | -40.6% |
| 3Y | -20.7% | +39.3% | -60.0% | -31.3% |
| 5Y | -27.2% | +111.6% | -138.8% | -46.5% |
| 10Y | +509.1% | +422.6% | +86.5% | +225.8% |
| All | +1,945.9% | +1,570.6% | +375.3% | +740.3% |
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