+119.7%
AXP vs VLO
+198.6%
-78.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.9% | +1.6% | -1.5% |
| 7D | +0.4% | -8.7% | +9.1% | +2.0% |
| 30D | +7.0% | -16.2% | +23.3% | +10.5% |
| 3M | -6.6% | +16.2% | -22.7% | -10.7% |
| 6M | +3.5% | +39.8% | -36.3% | -6.0% |
| YTD | -11.2% | +119.0% | -130.1% | -31.1% |
| 1Y | -10.2% | +110.8% | -121.0% | -29.6% |
| All | +119.7% | +198.6% | -78.9% | +44.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling