+54,688.5%
ORLY vs FDX
+3,784.6%
+50,903.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.1% | +0.7% |
| 7D | -0.7% | -2.5% | +1.8% | 0.0% |
| 30D | -5.9% | +3.8% | -9.7% | -6.9% |
| 3M | -0.6% | -1.3% | +0.7% | -0.5% |
| 6M | -6.8% | +5.0% | -11.8% | -8.6% |
| YTD | -3.6% | +39.6% | -43.3% | -12.8% |
| 1Y | -16.3% | +81.1% | -97.5% | -29.7% |
| 3Y | +39.1% | +63.0% | -23.9% | +16.2% |
| 5Y | +125.4% | +65.6% | +59.8% | +81.0% |
| 10Y | +366.5% | +183.4% | +183.2% | +198.8% |
| All | +54,688.5% | +3,784.6% | +50,903.8% | +20,832.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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