-22.6%
ADBE vs AXP
+1.4%
-24.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.1% | -5.6% | -6.4% |
| 7D | -8.6% | -2.1% | -6.5% | -8.0% |
| 30D | +2.8% | -6.5% | +9.3% | +4.7% |
| 3M | +3.1% | +4.6% | -1.5% | +1.1% |
| 6M | -2.4% | +5.4% | -7.8% | -4.5% |
| YTD | -23.9% | -11.1% | -12.7% | -21.2% |
| 1Y | -22.6% | -0.3% | -22.3% | -23.0% |
| All | -22.6% | +1.4% | -24.0% | -23.0% |
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 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