-11.2%
AXP vs LOW
-1.5%
-9.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.9% |
| 7D | +0.6% | +7.4% | -6.8% | -1.5% |
| 30D | +5.8% | +24.5% | -18.6% | -0.6% |
| 3M | -6.0% | +3.5% | -9.5% | -7.1% |
| 6M | +0.3% | -2.6% | +2.9% | +1.0% |
| YTD | -12.3% | -4.8% | -7.4% | -13.1% |
| 1Y | -11.2% | -0.8% | -10.4% | -14.0% |
| All | -11.2% | -1.5% | -9.7% | -14.0% |
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