-6.7%
AXP vs LVS
-31.5%
+24.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +6.5% | -4.3% | +0.7% |
| 7D | +4.6% | +13.4% | -8.8% | +1.6% |
| 30D | +9.7% | +12.2% | -2.5% | +6.8% |
| 3M | -3.8% | -10.7% | +7.0% | -1.9% |
| 6M | +4.8% | -19.8% | +24.6% | +9.0% |
| YTD | -9.1% | -35.8% | +26.7% | -2.2% |
| 1Y | -6.7% | -31.8% | +25.1% | -1.6% |
| All | -6.7% | -31.5% | +24.8% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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