+6,610.0%
AXP vs OXY
+1,363.1%
+5,246.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.8% |
| 7D | -2.1% | +1.6% | -3.7% | -2.7% |
| 30D | -6.5% | +11.6% | -18.1% | -10.1% |
| 3M | +4.6% | +2.8% | +1.8% | +2.7% |
| 6M | +5.4% | +13.0% | -7.6% | -1.0% |
| YTD | -11.1% | +47.4% | -58.5% | -24.4% |
| 1Y | -0.3% | +31.5% | -31.8% | -12.3% |
| 3Y | +111.6% | -1.9% | +113.5% | +102.2% |
| 5Y | +117.6% | +148.0% | -30.4% | +39.7% |
| 10Y | +474.1% | +2.3% | +471.9% | +294.9% |
| All | +6,610.0% | +1,363.1% | +5,246.9% | +2,051.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling