-11.2%
AXP vs O
+10.6%
-21.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.5% | -1.1% |
| 7D | +0.6% | +3.7% | -3.1% | +0.2% |
| 30D | +5.8% | +11.2% | -5.4% | +4.7% |
| 3M | -6.0% | -4.0% | -2.0% | -6.3% |
| 6M | +0.3% | -5.2% | +5.5% | -0.3% |
| YTD | -12.3% | +9.5% | -21.7% | -15.9% |
| 1Y | -11.2% | +10.6% | -21.8% | -15.2% |
| All | -11.2% | +10.6% | -21.9% | -15.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling