+20,037.3%
ADBE vs AXP
+6,571.9%
+13,465.4%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.7% | -2.4% |
| 7D | -4.4% | +0.6% | -5.0% | -4.6% |
| 30D | +2.8% | +5.8% | -3.0% | +0.2% |
| 3M | -8.0% | -6.0% | -2.0% | -5.5% |
| 6M | -4.3% | +0.3% | -4.6% | -5.0% |
| YTD | -31.6% | -12.3% | -19.4% | -28.3% |
| 1Y | -26.9% | -11.2% | -15.7% | -23.9% |
| 3Y | -57.7% | +117.0% | -174.7% | -71.0% |
| 5Y | -63.9% | +93.2% | -157.1% | -74.3% |
| 10Y | +125.3% | +461.2% | -335.8% | -9.7% |
| All | +20,037.3% | +6,571.9% | +13,465.4% | +2,307.8% |
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 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