-11.2%
AXP vs EOG
+43.8%
-55.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.8% | -0.9% |
| 7D | +0.6% | -11.1% | +11.7% | -1.9% |
| 30D | +5.8% | +2.7% | +3.1% | +6.3% |
| 3M | -6.0% | +8.8% | -14.8% | -3.9% |
| 6M | +0.3% | +10.8% | -10.5% | +3.2% |
| YTD | -12.3% | +44.6% | -56.8% | -8.4% |
| 1Y | -11.2% | +44.6% | -55.8% | -6.8% |
| All | -11.2% | +43.8% | -55.0% | -6.8% |
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