+458.4%
AXP vs ORLY
+362.1%
+96.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.3% | -0.1% |
| 7D | -2.8% | -2.1% | -0.6% | -2.0% |
| 30D | -5.9% | -7.6% | +1.7% | -3.2% |
| 3M | +2.6% | -5.5% | +8.1% | +4.2% |
| 6M | +6.4% | -9.7% | +16.1% | +9.7% |
| YTD | -12.6% | -6.2% | -6.4% | -11.8% |
| 1Y | +0.2% | -18.6% | +18.9% | +6.8% |
| 3Y | +110.9% | +33.8% | +77.1% | +80.0% |
| 5Y | +114.7% | +116.5% | -1.8% | +44.1% |
| All | +458.4% | +362.1% | +96.3% | +184.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling