+240.9%
AXP vs OPEN
-87.0%
+327.9%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -21.8% | +20.6% | +0.3% |
| 7D | +0.6% | -22.2% | +22.8% | +2.1% |
| 30D | +5.8% | -38.3% | +44.2% | +8.9% |
| 3M | -6.0% | -59.4% | +53.3% | -0.6% |
| 6M | +0.3% | -74.4% | +74.7% | +9.0% |
| YTD | -12.3% | -76.0% | +63.7% | -4.8% |
| 1Y | -11.2% | -78.7% | +67.4% | -3.4% |
| 3Y | +117.0% | -30.0% | +147.0% | +95.0% |
| 5Y | +93.2% | -93.7% | +186.9% | +79.4% |
| All | +240.9% | -87.0% | +327.9% | +200.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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