+243.6%
AXP vs OPEN
-87.8%
+331.4%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.1% | +6.8% | +0.2% |
| 7D | -0.6% | -24.7% | +24.1% | +1.1% |
| 30D | +5.0% | -41.0% | +46.0% | +8.3% |
| 3M | -4.2% | -62.4% | +58.1% | +1.8% |
| 6M | +2.9% | -73.9% | +76.8% | +11.7% |
| YTD | -11.6% | -77.5% | +65.9% | -3.7% |
| 1Y | -11.1% | -83.6% | +72.5% | -1.4% |
| 3Y | +116.7% | -37.0% | +153.7% | +96.3% |
| 5Y | +89.6% | -93.3% | +182.9% | +76.8% |
| All | +243.6% | -87.8% | +331.4% | +203.9% |
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