+53,398.1%
ORLY vs EXPD
+29,775.0%
+23,623.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.4% | -0.1% |
| 7D | -2.4% | +2.0% | -4.4% | -2.9% |
| 30D | -6.8% | +4.4% | -11.2% | -7.8% |
| 3M | -4.8% | +15.7% | -20.5% | -8.4% |
| 6M | -9.1% | +37.5% | -46.6% | -16.7% |
| YTD | -5.9% | +29.9% | -35.8% | -13.1% |
| 1Y | -20.4% | +57.8% | -78.2% | -30.3% |
| 3Y | +36.6% | +71.6% | -35.1% | +15.2% |
| 5Y | +117.3% | +62.2% | +55.1% | +83.4% |
| 10Y | +362.7% | +330.7% | +32.0% | +200.4% |
| All | +53,398.1% | +29,775.0% | +23,623.0% | +21,179.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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