-10.9%
AXP vs LVS
-37.4%
+26.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.3% |
| 7D | -1.1% | +5.2% | -6.3% | -2.3% |
| 30D | +5.2% | +12.0% | -6.8% | +2.5% |
| 3M | -4.6% | -11.5% | +6.9% | -2.6% |
| 6M | +3.2% | -23.2% | +26.5% | +8.4% |
| YTD | -11.3% | -36.7% | +25.3% | -4.5% |
| All | -10.9% | -37.4% | +26.6% | -3.7% |
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