+5,560.8%
AXP vs O
+5,387.7%
+173.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.7% |
| 7D | -2.1% | -0.7% | -1.4% | -1.7% |
| 30D | -6.5% | -1.9% | -4.7% | -5.5% |
| 3M | +4.6% | +3.8% | +0.8% | +2.1% |
| 6M | +5.4% | -4.7% | +10.2% | +7.8% |
| YTD | -11.1% | +12.5% | -23.6% | -17.7% |
| 1Y | -0.3% | +10.8% | -11.1% | -7.1% |
| 3Y | +111.6% | +28.8% | +82.8% | +76.8% |
| 5Y | +117.6% | +13.2% | +104.4% | +94.9% |
| 10Y | +474.1% | +53.5% | +420.7% | +311.4% |
| All | +5,560.8% | +5,387.7% | +173.0% | +892.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling