+0.3%
AXP vs ORLY
-18.6%
+18.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | -2.5% | -1.0% | -1.5% | -2.5% |
| 30D | -5.0% | -6.7% | +1.6% | -4.9% |
| 3M | +1.4% | -3.8% | +5.2% | +1.4% |
| 6M | +6.0% | -9.0% | +15.0% | +5.3% |
| YTD | -12.3% | -5.6% | -6.7% | -12.7% |
| 1Y | +0.3% | -19.5% | +19.8% | +2.8% |
| All | +0.3% | -18.6% | +18.9% | +2.8% |
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