+119.7%
AXP vs OVV
+35.0%
+84.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.9% | +0.6% | -1.7% |
| 7D | +0.4% | -14.9% | +15.3% | +3.4% |
| 30D | +7.0% | -0.9% | +8.0% | +6.7% |
| 3M | -6.6% | +5.6% | -12.2% | -8.3% |
| 6M | +3.5% | -2.5% | +5.9% | +2.9% |
| YTD | -11.2% | +57.8% | -69.0% | -24.6% |
| 1Y | -10.2% | +70.1% | -80.2% | -26.0% |
| All | +119.7% | +35.0% | +84.7% | +88.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling