-13.7%
AXP vs VLO
+112.7%
-126.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.1% | -4.7% | -1.5% |
| 7D | -2.1% | +6.8% | -8.9% | -1.9% |
| 30D | +2.7% | -17.9% | +20.5% | +2.1% |
| 3M | -7.3% | +13.5% | -20.8% | -7.0% |
| 6M | +1.8% | +53.0% | -51.3% | +3.0% |
| YTD | -13.1% | +133.7% | -146.8% | -16.3% |
| 1Y | -13.7% | +115.7% | -129.4% | -17.0% |
| All | -13.7% | +112.7% | -126.4% | -17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 1y: compounded portfolio wealth divided by compounded VLO 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…
1y analysis · Full analysis span regression · 6 months rolling