+53,204.8%
ORLY vs NI
+2,585.1%
+50,619.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.5% |
| 7D | -2.1% | -0.6% | -1.6% | -2.0% |
| 30D | -7.6% | -1.4% | -6.2% | -7.3% |
| 3M | -5.5% | -10.6% | +5.1% | -2.2% |
| 6M | -9.7% | -9.9% | +0.2% | -7.0% |
| YTD | -6.2% | +1.2% | -7.4% | -6.9% |
| 1Y | -18.6% | +4.4% | -23.1% | -20.1% |
| 3Y | +33.8% | +68.6% | -34.8% | +11.8% |
| 5Y | +116.5% | +98.0% | +18.5% | +70.1% |
| 10Y | +361.0% | +143.6% | +217.4% | +233.2% |
| All | +53,204.8% | +2,585.1% | +50,619.7% | +19,393.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling