-6.7%
AXP vs ORLY
+0.3%
-7.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | +2.0% |
| 7D | +4.6% | +2.1% | +2.5% | +4.5% |
| 30D | +9.7% | +10.1% | -0.3% | +9.5% |
| 3M | -3.8% | +0.6% | -4.3% | -3.9% |
| 6M | +4.8% | -1.7% | +6.5% | +4.7% |
| YTD | -9.1% | +1.2% | -10.3% | -9.8% |
| 1Y | -6.7% | -1.6% | -5.1% | -7.2% |
| All | -6.7% | +0.3% | -7.0% | -7.2% |
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