+265,645.5%
AMZN vs AXP
+2,301.8%
+263,343.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.3% | +0.1% | -1.1% |
| 7D | +6.7% | +0.4% | +6.3% | +6.6% |
| 30D | +1.5% | +7.0% | -5.5% | -1.7% |
| 3M | -4.6% | -6.6% | +2.0% | -1.7% |
| 6M | -4.9% | +3.5% | -8.3% | -6.7% |
| YTD | +12.7% | -11.2% | +23.9% | +17.8% |
| 1Y | +4.0% | -10.2% | +14.2% | +8.0% |
| 3Y | +87.7% | +120.0% | -32.3% | +27.5% |
| 5Y | +47.9% | +95.6% | -47.7% | +5.1% |
| 10Y | +589.3% | +468.1% | +121.1% | +158.7% |
| All | +265,645.5% | +2,301.8% | +263,343.7% | +22,877.5% |
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