+38.4%
ABBV vs AXP
-11.5%
+49.9%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | +2.8% | -0.6% | +3.4% | +2.8% |
| 30D | +7.0% | +5.0% | +2.0% | +6.9% |
| 3M | +19.2% | -4.2% | +23.5% | +19.3% |
| 6M | +47.8% | +2.9% | +44.8% | +47.4% |
| YTD | +32.5% | -11.6% | +44.1% | +30.5% |
| 1Y | +38.4% | -11.1% | +49.5% | +35.9% |
| All | +38.4% | -11.5% | +49.9% | +35.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling