-6.7%
AXP vs OVV
+75.2%
-81.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.6% | +7.8% | +1.4% |
| 7D | +4.6% | -12.1% | +16.7% | +2.8% |
| 30D | +9.7% | +2.9% | +6.9% | +10.0% |
| 3M | -3.8% | +3.7% | -7.5% | -3.1% |
| 6M | +4.8% | +0.6% | +4.2% | +5.9% |
| YTD | -9.1% | +62.5% | -71.5% | -8.3% |
| 1Y | -6.7% | +72.0% | -78.7% | -6.8% |
| All | -6.7% | +75.2% | -81.9% | -6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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