+133,818.2%
AAPL vs AXP
+6,623.2%
+127,195.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.4% | -0.5% |
| 7D | +5.0% | -0.6% | +5.6% | +5.3% |
| 30D | +3.5% | +5.0% | -1.4% | +1.7% |
| 3M | +13.1% | -4.2% | +17.3% | +14.6% |
| 6M | +19.0% | +2.9% | +16.1% | +17.2% |
| YTD | +28.5% | -11.6% | +40.1% | +33.0% |
| 1Y | +29.7% | -11.1% | +40.8% | +33.7% |
| 3Y | +89.2% | +116.7% | -27.5% | +39.7% |
| 5Y | +141.2% | +89.6% | +51.6% | +84.4% |
| 10Y | +1,306.6% | +428.4% | +878.2% | +609.4% |
| All | +133,818.2% | +6,623.2% | +127,195.0% | +24,703.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling