-11.1%
AXP vs EOG
+47.6%
-58.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.3% | +0.2% |
| 7D | -0.6% | -2.4% | +1.7% | -1.1% |
| 30D | +5.0% | +2.9% | +2.0% | +5.6% |
| 3M | -4.2% | +7.2% | -11.5% | -2.5% |
| 6M | +2.9% | +18.2% | -15.2% | +7.3% |
| YTD | -11.6% | +48.9% | -60.5% | -7.1% |
| 1Y | -11.1% | +46.7% | -57.8% | -6.3% |
| All | -11.1% | +47.6% | -58.7% | -6.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling