+465.4%
AXP vs OXY
+1.4%
+464.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.8% |
| 7D | -2.1% | +1.6% | -3.7% | -2.6% |
| 30D | -6.5% | +11.6% | -18.1% | -9.6% |
| 3M | +4.6% | +2.8% | +1.8% | +3.0% |
| 6M | +5.4% | +13.0% | -7.6% | -0.1% |
| YTD | -11.1% | +47.4% | -58.5% | -22.7% |
| 1Y | -0.3% | +31.5% | -31.8% | -10.7% |
| 3Y | +111.6% | -1.9% | +113.5% | +103.7% |
| 5Y | +117.6% | +148.0% | -30.4% | +47.7% |
| All | +465.4% | +1.4% | +464.0% | +261.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 10y: compounded portfolio wealth divided by compounded OXY 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…
10y analysis · Full analysis span regression · 6 months rolling