+118.0%
AXP vs ORLY
+121.3%
-3.2%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +0.4% |
| 7D | +0.6% | -2.3% | +2.9% | +1.1% |
| 30D | -4.3% | -8.2% | +3.8% | -2.7% |
| 3M | +4.7% | -3.5% | +8.2% | +5.2% |
| 6M | +9.0% | -9.2% | +18.2% | +10.8% |
| YTD | -11.1% | -5.8% | -5.3% | -10.7% |
| 1Y | +1.3% | -19.3% | +20.6% | +5.7% |
| 3Y | +114.5% | +34.4% | +80.0% | +93.0% |
| 5Y | +118.0% | +117.8% | +0.2% | +57.7% |
| All | +118.0% | +121.3% | -3.2% | +57.7% |
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