+46.0%
XOM vs ORLY
-15.5%
+61.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.7% |
| 7D | +1.8% | -0.7% | +2.5% | +1.8% |
| 30D | +5.9% | -5.9% | +11.8% | +6.0% |
| 3M | +5.6% | -0.6% | +6.1% | +5.3% |
| 6M | +7.9% | -6.8% | +14.6% | +8.0% |
| YTD | +35.2% | -3.6% | +38.8% | +35.2% |
| 1Y | +46.0% | -16.3% | +62.3% | +43.7% |
| All | +46.0% | -15.5% | +61.5% | +43.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling