+2,909.9%
XOM vs ORLY
+52,521.5%
-49,611.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.7% |
| 7D | +1.9% | -2.1% | +4.0% | +2.2% |
| 30D | +4.1% | -7.6% | +11.7% | +5.4% |
| 3M | +10.4% | -5.5% | +15.9% | +11.2% |
| 6M | +13.0% | -9.7% | +22.7% | +14.5% |
| YTD | +40.1% | -6.2% | +46.3% | +40.9% |
| 1Y | +51.1% | -18.6% | +69.8% | +55.4% |
| 3Y | +57.7% | +33.8% | +23.9% | +48.3% |
| 5Y | +264.7% | +116.5% | +148.2% | +213.7% |
| 10Y | +193.1% | +361.0% | -168.0% | +119.8% |
| All | +2,909.9% | +52,521.5% | -49,611.6% | +1,361.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling