+6,606.2%
AXP vs VLO
+33,997.0%
-27,390.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.9% | +1.6% | -1.0% |
| 7D | +0.4% | -8.7% | +9.1% | +3.1% |
| 30D | +7.0% | -16.2% | +23.3% | +12.7% |
| 3M | -6.6% | +16.2% | -22.7% | -12.0% |
| 6M | +3.5% | +39.8% | -36.3% | -9.2% |
| YTD | -11.2% | +119.0% | -130.1% | -33.7% |
| 1Y | -10.2% | +110.8% | -121.0% | -32.2% |
| 3Y | +120.0% | +201.7% | -81.6% | +43.9% |
| 5Y | +95.6% | +426.2% | -330.6% | +1.2% |
| 10Y | +468.1% | +790.3% | -322.2% | +134.8% |
| All | +6,606.2% | +33,997.0% | -27,390.8% | +953.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling