+116.5%
ORLY vs NDAQ
+48.4%
+68.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.7% | -0.1% |
| 7D | -2.1% | -6.8% | +4.6% | -0.4% |
| 30D | -7.6% | -3.2% | -4.5% | -6.9% |
| 3M | -5.5% | +6.5% | -12.0% | -7.2% |
| 6M | -9.7% | +5.7% | -15.5% | -11.4% |
| YTD | -6.2% | -4.6% | -1.6% | -5.6% |
| 1Y | -18.6% | -1.6% | -17.1% | -18.9% |
| 3Y | +33.8% | +86.4% | -52.6% | +9.4% |
| 5Y | +116.5% | +50.3% | +66.2% | +81.2% |
| All | +116.5% | +48.4% | +68.2% | +81.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling