+1,187.7%
AXP vs OVV
+162.8%
+1,024.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.6% | -0.7% |
| 7D | -2.1% | +0.3% | -2.4% | -2.2% |
| 30D | -6.5% | +11.7% | -18.3% | -9.3% |
| 3M | +4.6% | +9.8% | -5.2% | +1.4% |
| 6M | +5.4% | +26.6% | -21.1% | -2.3% |
| YTD | -11.1% | +67.0% | -78.1% | -23.8% |
| 1Y | -0.3% | +55.9% | -56.2% | -13.4% |
| 3Y | +111.6% | +45.5% | +66.1% | +82.9% |
| 5Y | +117.6% | +157.3% | -39.8% | +52.5% |
| 10Y | +474.1% | +65.0% | +409.1% | +217.3% |
| All | +1,187.7% | +162.8% | +1,024.9% | +367.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling