-0.3%
AXP vs ORLY
-15.5%
+15.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.1% |
| 7D | -2.1% | -0.7% | -1.4% | -2.1% |
| 30D | -6.5% | -5.9% | -0.6% | -6.5% |
| 3M | +4.6% | -0.6% | +5.2% | +4.6% |
| 6M | +5.4% | -6.8% | +12.2% | +4.8% |
| YTD | -11.1% | -3.6% | -7.5% | -11.5% |
| 1Y | -0.3% | -16.3% | +16.0% | +1.3% |
| All | -0.3% | -15.5% | +15.2% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ORLY.
Daily Out/Under-Performance
Portfolio return minus ORLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ORLY 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 ORLY 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