+240.5%
AXP vs OPEN
-88.9%
+329.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.6% | +4.4% | +1.0% |
| 7D | -0.1% | -15.0% | +14.9% | +0.9% |
| 30D | +4.4% | -40.2% | +44.6% | +7.7% |
| 3M | -6.4% | -67.4% | +61.0% | +0.4% |
| 6M | +4.2% | -74.0% | +78.2% | +13.1% |
| YTD | -12.4% | -79.6% | +67.2% | -3.9% |
| 1Y | -11.1% | -86.1% | +75.0% | -0.3% |
| 3Y | +114.9% | -41.4% | +156.2% | +95.4% |
| 5Y | +87.4% | -94.9% | +182.3% | +75.9% |
| All | +240.5% | -88.9% | +329.5% | +203.1% |
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