+629.7%
AMZN vs AXP
+435.0%
+194.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.7% | +1.6% |
| 7D | +8.0% | -0.6% | +8.7% | +8.4% |
| 30D | +3.2% | +5.0% | -1.7% | +1.3% |
| 3M | -2.6% | -4.2% | +1.7% | -1.1% |
| 6M | -0.7% | +2.9% | -3.6% | -2.0% |
| YTD | +17.4% | -11.6% | +28.9% | +21.9% |
| 1Y | +9.0% | -11.1% | +20.1% | +12.9% |
| 3Y | +88.7% | +116.7% | -28.0% | +42.4% |
| 5Y | +55.6% | +89.6% | -34.0% | +21.3% |
| 10Y | +629.7% | +428.4% | +201.3% | +360.1% |
| All | +629.7% | +435.0% | +194.7% | +360.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling