-59.8%
ADBE vs AXP
+116.9%
-176.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -4.4% | -2.9% | -1.5% | -3.3% |
| 30D | -0.2% | +3.7% | -3.9% | -1.6% |
| 3M | -9.9% | -4.9% | -5.0% | -8.3% |
| 6M | -3.5% | +4.1% | -7.5% | -5.4% |
| YTD | -32.1% | -11.7% | -20.4% | -29.4% |
| 1Y | -28.7% | -11.7% | -17.0% | -25.9% |
| All | -59.8% | +116.9% | -176.7% | -65.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling