+245.2%
AXP vs OPEN
-83.3%
+328.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -9.6% | +7.3% | -1.6% |
| 7D | +0.4% | -5.8% | +6.2% | +0.7% |
| 30D | +7.0% | -21.1% | +28.2% | +8.5% |
| 3M | -6.6% | -52.4% | +45.8% | -2.1% |
| 6M | +3.5% | -65.8% | +69.2% | +10.4% |
| YTD | -11.2% | -69.3% | +58.1% | -5.1% |
| 1Y | -10.2% | -75.2% | +65.1% | -3.1% |
| 3Y | +120.0% | -14.4% | +134.4% | +95.5% |
| 5Y | +95.6% | -92.0% | +187.5% | +78.9% |
| All | +245.2% | -83.3% | +328.5% | +199.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling