-10.9%
AXP vs VLO
+107.6%
-118.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.0% | -1.9% | +1.1% |
| 7D | -1.1% | -6.5% | +5.4% | -1.4% |
| 30D | +5.2% | -17.8% | +23.0% | +4.6% |
| 3M | -4.6% | +19.6% | -24.2% | -4.1% |
| 6M | +3.2% | +49.3% | -46.1% | +4.4% |
| YTD | -11.3% | +122.4% | -133.7% | -14.5% |
| All | -10.9% | +107.6% | -118.4% | -14.2% |
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