-11.1%
AXP vs LII
-26.1%
+15.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.6% |
| 7D | -0.1% | +2.9% | -3.1% | -0.6% |
| 30D | +4.4% | +0.9% | +3.5% | +4.0% |
| 3M | -6.4% | -15.5% | +9.1% | -4.0% |
| 6M | +4.2% | -30.2% | +34.4% | +9.4% |
| YTD | -12.4% | -26.8% | +14.5% | -13.1% |
| 1Y | -11.1% | -25.3% | +14.2% | -13.2% |
| All | -11.1% | -26.1% | +15.0% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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