+37.8%
ORLY vs NVD
-99.1%
+136.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.4% |
| 7D | -2.4% | +10.8% | -13.2% | -2.5% |
| 30D | -6.8% | +0.8% | -7.5% | -6.8% |
| 3M | -4.8% | -20.8% | +16.1% | -4.5% |
| 6M | -9.1% | -41.2% | +32.1% | -8.7% |
| YTD | -5.9% | -44.2% | +38.3% | -5.5% |
| 1Y | -20.4% | -54.2% | +33.8% | -20.0% |
| 3Y | +36.6% | -99.1% | +135.7% | +31.8% |
| All | +37.8% | -99.1% | +136.9% | +33.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling