+22,327.1%
ADBE vs AXP
+6,658.5%
+15,668.6%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.1% | -5.6% | -6.2% |
| 7D | -8.6% | -2.1% | -6.5% | -7.7% |
| 30D | +2.8% | -6.5% | +9.3% | +5.8% |
| 3M | +3.1% | +4.6% | -1.5% | +0.6% |
| 6M | -2.4% | +5.4% | -7.8% | -5.3% |
| YTD | -23.9% | -11.1% | -12.7% | -20.7% |
| 1Y | -22.6% | -0.3% | -22.3% | -23.6% |
| 3Y | -52.7% | +111.6% | -164.3% | -67.3% |
| 5Y | -60.0% | +117.6% | -177.6% | -73.1% |
| 10Y | +157.3% | +474.1% | -316.8% | +1.8% |
| All | +22,327.1% | +6,658.5% | +15,668.6% | +2,566.0% |
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 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