+41.5%
NU vs ORLY
+90.8%
-49.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.0% | -2.8% |
| 7D | -4.9% | -2.4% | -2.5% | -4.1% |
| 30D | +7.8% | -6.8% | +14.6% | +10.6% |
| 3M | +20.9% | -4.8% | +25.7% | +22.3% |
| 6M | +0.9% | -9.1% | +10.0% | +3.9% |
| YTD | -12.7% | -5.9% | -6.8% | -11.7% |
| 1Y | -6.4% | -20.4% | +14.0% | +1.6% |
| 3Y | +98.1% | +36.6% | +61.5% | +59.8% |
| All | +41.5% | +90.8% | -49.3% | -12.2% |
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