+143.3%
AAPL vs AXP
+86.8%
+56.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | 0.0% |
| 7D | +4.1% | -0.1% | +4.3% | +4.2% |
| 30D | +4.0% | +4.4% | -0.5% | +1.9% |
| 3M | +16.8% | -6.4% | +23.2% | +20.0% |
| 6M | +19.4% | +4.2% | +15.2% | +16.4% |
| YTD | +31.5% | -12.4% | +43.9% | +37.8% |
| 1Y | +31.0% | -11.1% | +42.1% | +36.0% |
| 3Y | +95.3% | +114.9% | -19.6% | +27.9% |
| All | +143.3% | +86.8% | +56.6% | +67.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 5y: compounded portfolio wealth divided by compounded AXP 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…
5y analysis · Full analysis span regression · 6 months rolling