+1,697.2%
ACN vs AXP
+1,292.4%
+404.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.2% | -2.9% |
| 7D | -1.5% | -2.1% | +0.6% | -0.7% |
| 30D | +9.4% | -6.5% | +15.9% | +12.2% |
| 3M | +5.6% | +4.6% | +1.0% | +3.6% |
| 6M | -9.3% | +5.4% | -14.7% | -11.3% |
| YTD | -29.0% | -11.1% | -17.9% | -25.9% |
| 1Y | -24.7% | -0.3% | -24.4% | -25.0% |
| 3Y | -39.8% | +111.6% | -151.4% | -55.9% |
| 5Y | -40.9% | +117.6% | -158.5% | -57.8% |
| 10Y | +91.1% | +474.1% | -383.0% | -9.0% |
| All | +1,697.2% | +1,292.4% | +404.9% | +348.2% |
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