+1,187.0%
AXP vs OVV
+148.3%
+1,038.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.9% | +0.6% | -1.6% |
| 7D | +0.4% | -14.9% | +15.3% | +4.4% |
| 30D | +7.0% | -0.9% | +8.0% | +6.9% |
| 3M | -6.6% | +5.6% | -12.2% | -8.5% |
| 6M | +3.5% | -2.5% | +5.9% | +2.6% |
| YTD | -11.2% | +57.8% | -69.0% | -23.0% |
| 1Y | -10.2% | +70.1% | -80.2% | -23.9% |
| 3Y | +120.0% | +35.1% | +84.9% | +93.5% |
| 5Y | +95.6% | +86.1% | +9.5% | +48.9% |
| 10Y | +468.1% | +55.5% | +412.6% | +219.8% |
| All | +1,187.0% | +148.3% | +1,038.7% | +371.6% |
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