+53,560.1%
ORLY vs AEP
+1,502.8%
+52,057.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | -1.0% | +0.9% | -1.9% | -1.3% |
| 30D | -6.7% | +1.5% | -8.2% | -7.1% |
| 3M | -3.8% | -1.7% | -2.1% | -3.4% |
| 6M | -9.0% | -4.0% | -5.0% | -8.0% |
| YTD | -5.6% | +10.6% | -16.2% | -8.6% |
| 1Y | -19.5% | +18.6% | -38.1% | -23.7% |
| 3Y | +34.7% | +78.7% | -44.0% | +12.1% |
| 5Y | +118.0% | +65.1% | +53.0% | +83.9% |
| 10Y | +364.1% | +177.7% | +186.4% | +235.0% |
| All | +53,560.1% | +1,502.8% | +52,057.3% | +23,827.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 all: compounded portfolio wealth divided by compounded AEP 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…
all analysis · Full analysis span regression · 6 months rolling