+591.6%
AMZN vs AXP
+453.0%
+138.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.0% | +1.9% | +2.6% |
| 7D | +8.7% | -1.1% | +9.8% | +9.2% |
| 30D | +1.7% | +5.2% | -3.5% | -0.2% |
| 3M | -2.8% | -4.6% | +1.8% | -1.1% |
| 6M | -2.1% | +3.2% | -5.3% | -3.5% |
| YTD | +15.6% | -11.3% | +27.0% | +20.0% |
| 1Y | +9.2% | -11.0% | +20.2% | +13.1% |
| 3Y | +89.9% | +120.2% | -30.3% | +42.7% |
| 5Y | +49.3% | +91.7% | -42.4% | +16.1% |
| 10Y | +591.6% | +440.3% | +151.3% | +355.9% |
| All | +591.6% | +453.0% | +138.6% | +355.9% |
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 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