+464.9%
AXP vs EOG
+110.9%
+354.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.1% |
| 7D | +0.6% | -2.0% | +2.6% | +1.3% |
| 30D | -4.3% | +7.9% | -12.2% | -7.1% |
| 3M | +4.7% | +4.5% | +0.2% | +2.1% |
| 6M | +9.0% | +12.3% | -3.3% | +2.7% |
| YTD | -11.1% | +41.9% | -53.0% | -23.7% |
| 1Y | +1.3% | +27.8% | -26.6% | -9.8% |
| 3Y | +114.5% | +21.8% | +92.7% | +91.4% |
| 5Y | +118.0% | +174.0% | -56.0% | +33.7% |
| 10Y | +464.9% | +110.4% | +354.6% | +201.9% |
| All | +464.9% | +110.9% | +354.0% | +201.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 10y: compounded portfolio wealth divided by compounded EOG 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…
10y analysis · Full analysis span regression · 6 months rolling