+1.3%
AXP vs ONON
-40.5%
+41.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +0.4% |
| 7D | +0.6% | -1.7% | +2.2% | +0.8% |
| 30D | -4.3% | -27.4% | +23.0% | -0.1% |
| 3M | +4.7% | -26.5% | +31.2% | +8.8% |
| 6M | +9.0% | -34.2% | +43.2% | +15.1% |
| YTD | -11.1% | -41.3% | +30.2% | -3.7% |
| 1Y | +1.3% | -39.7% | +41.0% | +12.9% |
| All | +1.3% | -40.5% | +41.8% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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