+448.7%
AXP vs O
+69.5%
+379.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.5% | -0.8% |
| 7D | +0.6% | +3.7% | -3.1% | -1.5% |
| 30D | +5.8% | +11.2% | -5.4% | -0.6% |
| 3M | -6.0% | -4.0% | -2.0% | -3.9% |
| 6M | +0.3% | -5.2% | +5.5% | +3.0% |
| YTD | -12.3% | +9.5% | -21.7% | -17.8% |
| 1Y | -11.2% | +10.6% | -21.8% | -17.4% |
| 3Y | +117.0% | +38.1% | +78.9% | +71.6% |
| 5Y | +93.2% | +10.2% | +82.9% | +75.1% |
| All | +448.7% | +69.5% | +379.2% | +325.8% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling