+440.3%
AXP vs OXY
+9.7%
+430.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.3% |
| 7D | -1.1% | -8.2% | +7.0% | +1.2% |
| 30D | +5.2% | -7.2% | +12.5% | +7.2% |
| 3M | -4.6% | +0.2% | -4.8% | -5.2% |
| 6M | +3.2% | +6.1% | -2.9% | 0.0% |
| YTD | -11.3% | +37.5% | -48.9% | -21.7% |
| 1Y | -11.0% | +37.7% | -48.7% | -21.6% |
| 3Y | +120.2% | -2.8% | +122.9% | +112.0% |
| 5Y | +91.7% | +77.6% | +14.1% | +44.5% |
| 10Y | +440.3% | +9.5% | +430.9% | +241.7% |
| All | +440.3% | +9.7% | +430.6% | +241.7% |
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