+7.0%
ACN vs AXP
-11.2%
+18.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -2.9% |
| 7D | -2.5% | -1.1% | -1.4% | -2.0% |
| 30D | +22.6% | +5.2% | +17.4% | +19.5% |
| 3M | +45.9% | -4.6% | +50.5% | +49.3% |
| 6M | +43.8% | +3.2% | +40.6% | +40.8% |
| YTD | -2.5% | -11.3% | +8.9% | +4.1% |
| All | +7.0% | -11.2% | +18.2% | +13.6% |
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