-11.2%
AXP vs OVV
+67.1%
-78.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.3% |
| 7D | +0.6% | -16.7% | +17.3% | -1.9% |
| 30D | +5.8% | -1.5% | +7.3% | +5.4% |
| 3M | -6.0% | +1.6% | -7.6% | -5.6% |
| 6M | +0.3% | +2.0% | -1.7% | +1.3% |
| YTD | -12.3% | +56.8% | -69.1% | -12.4% |
| 1Y | -11.2% | +64.8% | -76.1% | -12.4% |
| All | -11.2% | +67.1% | -78.3% | -12.4% |
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