+133.0%
AAPL vs AXP
+91.7%
+41.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | 0.0% |
| 7D | -0.7% | +0.6% | -1.2% | -0.9% |
| 30D | +1.7% | +5.8% | -4.1% | -0.9% |
| 3M | +9.7% | -6.0% | +15.7% | +12.4% |
| 6M | +19.3% | +0.3% | +19.0% | +18.2% |
| YTD | +26.3% | -12.3% | +38.5% | +32.2% |
| 1Y | +27.4% | -11.2% | +38.6% | +32.4% |
| 3Y | +93.6% | +117.0% | -23.4% | +26.3% |
| All | +133.0% | +91.7% | +41.3% | +58.6% |
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