+361.0%
ORLY vs NI
+143.3%
+217.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -2.4% | 0.0% | -2.4% | -2.4% |
| 30D | -6.8% | -1.4% | -5.4% | -6.3% |
| 3M | -4.8% | -10.6% | +5.8% | -0.9% |
| 6M | -9.1% | -9.3% | +0.2% | -6.0% |
| YTD | -5.9% | +1.1% | -7.1% | -6.8% |
| 1Y | -20.4% | +3.4% | -23.8% | -21.9% |
| 3Y | +36.6% | +67.9% | -31.3% | +9.6% |
| 5Y | +117.3% | +98.0% | +19.4% | +59.8% |
| All | +361.0% | +143.3% | +217.8% | +212.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 10y: compounded portfolio wealth divided by compounded NI 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…
10y analysis · Full analysis span regression · 6 months rolling