-0.3%
AXP vs LOW
-20.7%
+20.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -1.5% |
| 7D | -2.1% | -1.7% | -0.4% | -1.6% |
| 30D | -6.5% | -7.0% | +0.5% | -4.6% |
| 3M | +4.6% | -0.9% | +5.5% | +4.7% |
| 6M | +5.4% | -20.1% | +25.5% | +12.0% |
| YTD | -11.1% | -13.9% | +2.8% | -8.9% |
| 1Y | -0.3% | -21.1% | +20.8% | +2.6% |
| All | -0.3% | -20.7% | +20.4% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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