+114.9%
AXP vs OXY
+1.6%
+113.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.7% |
| 7D | -0.1% | +4.2% | -4.3% | -0.8% |
| 30D | +4.4% | -4.3% | +8.8% | +5.0% |
| 3M | -6.4% | +2.3% | -8.7% | -7.1% |
| 6M | +4.2% | +5.5% | -1.4% | +2.4% |
| YTD | -12.4% | +44.9% | -57.2% | -23.6% |
| 1Y | -11.1% | +42.6% | -53.7% | -22.2% |
| 3Y | +114.9% | +0.7% | +114.1% | +104.3% |
| All | +114.9% | +1.6% | +113.3% | +104.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling