+86.1%
AXP vs ONON
-10.9%
+97.1%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.5% |
| 7D | -0.1% | -10.0% | +9.9% | +2.0% |
| 30D | +4.4% | -5.3% | +9.7% | +5.4% |
| 3M | -6.4% | +6.5% | -12.9% | -7.9% |
| 6M | +4.2% | -5.0% | +9.1% | +3.8% |
| YTD | -12.4% | -27.6% | +15.3% | -7.9% |
| 1Y | -11.1% | -20.7% | +9.6% | -8.5% |
| 3Y | +114.9% | +26.6% | +88.2% | +94.3% |
| All | +86.1% | -10.9% | +97.1% | +59.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling