-16.3%
ORLY vs NVD
-61.9%
+45.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.7% |
| 7D | -0.7% | -11.1% | +10.4% | 0.0% |
| 30D | -5.9% | -13.3% | +7.3% | -5.3% |
| 3M | -0.6% | -19.8% | +19.2% | +0.3% |
| 6M | -6.8% | -48.8% | +42.0% | -4.8% |
| YTD | -3.6% | -49.7% | +46.0% | -2.2% |
| 1Y | -16.3% | -61.4% | +45.0% | -15.6% |
| All | -16.3% | -61.9% | +45.5% | -15.6% |
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