+9,449.8%
ORLY vs NDAQ
+2,327.9%
+7,121.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.4% | +1.0% |
| 7D | -0.7% | -2.4% | +1.8% | -0.1% |
| 30D | -5.9% | +2.5% | -8.4% | -6.5% |
| 3M | -0.6% | +9.9% | -10.5% | -3.0% |
| 6M | -6.8% | +9.4% | -16.2% | -9.1% |
| YTD | -3.6% | +0.4% | -4.1% | -4.5% |
| 1Y | -16.3% | +4.0% | -20.4% | -17.9% |
| 3Y | +39.1% | +94.4% | -55.2% | +16.8% |
| 5Y | +125.4% | +56.7% | +68.7% | +97.0% |
| 10Y | +366.5% | +375.3% | -8.8% | +215.8% |
| All | +9,449.8% | +2,327.9% | +7,121.9% | +4,737.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling