-11.7%
AXP vs OPEN
-82.9%
+71.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.2% | -4.3% | -0.6% |
| 7D | -2.9% | -31.1% | +28.2% | +0.7% |
| 30D | +3.7% | -34.7% | +38.4% | +7.8% |
| 3M | -4.9% | -61.9% | +57.0% | +4.5% |
| 6M | +4.1% | -71.9% | +75.9% | +17.3% |
| YTD | -11.7% | -76.6% | +64.9% | +0.8% |
| 1Y | -11.7% | -83.9% | +72.2% | +3.9% |
| All | -11.7% | -82.9% | +71.1% | +3.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling