+4.3%
ACN vs AXP
-13.3%
+17.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -0.6% |
| 7D | -5.7% | -2.1% | -3.6% | -4.7% |
| 30D | +17.0% | +2.7% | +14.4% | +15.5% |
| 3M | +39.9% | -7.3% | +47.1% | +45.2% |
| 6M | +50.2% | +1.8% | +48.4% | +48.1% |
| YTD | -4.2% | -13.1% | +8.9% | +3.4% |
| 1Y | +4.3% | -13.7% | +18.0% | +12.6% |
| All | +4.3% | -13.3% | +17.6% | +12.6% |
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 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