-1.6%
ORLY vs NVD
-27.4%
+25.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.5% | -3.9% | +2.2% |
| 7D | +2.1% | +15.0% | -12.9% | +1.2% |
| 30D | +10.1% | +39.3% | -29.2% | +7.9% |
| 3M | +0.6% | +3.1% | -2.6% | 0.0% |
| 6M | -1.7% | -19.0% | +17.2% | -1.7% |
| YTD | +1.2% | -35.5% | +36.8% | 0.0% |
| 1Y | -1.6% | -30.2% | +28.6% | -3.0% |
| All | -1.6% | -27.4% | +25.8% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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