+47.3%
AMZN vs AXP
+118.2%
-70.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +1.0% | +0.5% |
| 7D | -3.0% | -2.1% | -0.9% | -1.8% |
| 30D | -5.2% | -6.5% | +1.4% | -1.6% |
| 3M | +1.9% | +4.6% | -2.8% | -1.0% |
| 6M | +19.2% | +5.4% | +13.8% | +15.1% |
| YTD | +12.0% | -11.1% | +23.1% | +18.3% |
| 1Y | +9.7% | -0.3% | +10.0% | +7.6% |
| 3Y | +87.2% | +111.6% | -24.4% | +15.1% |
| All | +47.3% | +118.2% | -70.8% | -12.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling