+91.7%
AXP vs ORLY
+111.5%
-19.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.1% |
| 7D | -1.1% | -1.0% | -0.1% | -0.9% |
| 30D | +5.2% | +3.9% | +1.4% | +4.4% |
| 3M | -4.6% | -4.0% | -0.6% | -3.8% |
| 6M | +3.2% | -3.4% | +6.6% | +3.7% |
| YTD | -11.3% | -1.6% | -9.8% | -11.7% |
| 1Y | -11.0% | -7.5% | -3.5% | -10.1% |
| 3Y | +120.2% | +37.7% | +82.5% | +98.0% |
| 5Y | +91.7% | +109.3% | -17.6% | +35.8% |
| All | +91.7% | +111.5% | -19.8% | +35.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling