-6.7%
AXP vs OSCR
+104.5%
-111.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +8.6% | -6.4% | +1.2% |
| 7D | +4.6% | +15.5% | -10.8% | +2.9% |
| 30D | +9.7% | +8.5% | +1.2% | +8.6% |
| 3M | -3.8% | +15.8% | -19.6% | -5.6% |
| 6M | +4.8% | +89.5% | -84.7% | -3.0% |
| YTD | -9.1% | +144.9% | -154.0% | -18.6% |
| 1Y | -6.7% | +105.1% | -111.8% | -16.2% |
| All | -6.7% | +104.5% | -111.2% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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