+6,524.1%
AXP vs EOG
+7,567.3%
-1,043.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.8% | -1.7% |
| 7D | +0.6% | -11.1% | +11.7% | +3.7% |
| 30D | +5.8% | +2.7% | +3.1% | +4.7% |
| 3M | -6.0% | +8.8% | -14.8% | -8.7% |
| 6M | +0.3% | +10.8% | -10.5% | -3.8% |
| YTD | -12.3% | +44.6% | -56.8% | -22.5% |
| 1Y | -11.2% | +44.6% | -55.8% | -21.7% |
| 3Y | +117.0% | +29.5% | +87.5% | +95.8% |
| 5Y | +93.2% | +96.3% | -3.1% | +50.3% |
| 10Y | +461.2% | +122.4% | +338.7% | +285.0% |
| All | +6,524.1% | +7,567.3% | -1,043.3% | +2,476.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling