-27.8%
ADBE vs AXP
-11.2%
-16.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.9% | -1.1% |
| 7D | -5.6% | -1.1% | -4.5% | -5.3% |
| 30D | -2.0% | +5.2% | -7.3% | -3.5% |
| 3M | -10.5% | -4.6% | -5.9% | -9.6% |
| 6M | -6.2% | +3.2% | -9.4% | -7.5% |
| YTD | -32.2% | -11.3% | -20.8% | -30.2% |
| All | -27.8% | -11.2% | -16.6% | -25.9% |
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