+264,716.1%
AMZN vs AXP
+2,272.4%
+262,443.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.2% |
| 7D | +7.9% | +0.6% | +7.3% | +7.6% |
| 30D | -0.2% | +5.8% | -6.1% | -2.9% |
| 3M | -4.8% | -6.0% | +1.3% | -2.1% |
| 6M | -5.7% | +0.3% | -6.0% | -6.2% |
| YTD | +12.3% | -12.3% | +24.6% | +18.1% |
| 1Y | +6.7% | -11.2% | +17.9% | +11.4% |
| 3Y | +85.6% | +117.0% | -31.5% | +26.9% |
| 5Y | +47.4% | +93.2% | -45.8% | +5.3% |
| 10Y | +586.8% | +461.2% | +125.7% | +159.3% |
| All | +264,716.1% | +2,272.4% | +262,443.7% | +22,927.2% |
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 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