-20.4%
ORLY vs NDAQ
-2.2%
-18.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +0.9% | +0.4% |
| 7D | -2.4% | -5.6% | +3.2% | -1.8% |
| 30D | -6.8% | -4.4% | -2.4% | -6.4% |
| 3M | -4.8% | +5.9% | -10.6% | -5.3% |
| 6M | -9.1% | +7.7% | -16.8% | -9.7% |
| YTD | -5.9% | -5.2% | -0.7% | -5.4% |
| 1Y | -20.4% | -3.4% | -17.0% | -19.8% |
| All | -20.4% | -2.2% | -18.2% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 1y: compounded portfolio wealth divided by compounded NDAQ 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…
1y analysis · Full analysis span regression · 6 months rolling