+117.0%
AXP vs OPEN
-35.5%
+152.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -21.8% | +20.6% | 0.0% |
| 7D | +0.6% | -22.2% | +22.8% | +1.8% |
| 30D | +5.8% | -38.3% | +44.2% | +8.4% |
| 3M | -6.0% | -59.4% | +53.3% | -1.6% |
| 6M | +0.3% | -74.4% | +74.7% | +7.4% |
| YTD | -12.3% | -76.0% | +63.7% | -6.2% |
| 1Y | -11.2% | -78.7% | +67.4% | -4.8% |
| 3Y | +117.0% | -30.0% | +147.0% | +95.9% |
| All | +117.0% | -35.5% | +152.5% | +95.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling