+767.5%
ANET vs AXP
+117.7%
+649.9%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +3.0% | +0.6% | +2.4% | +2.6% |
| 30D | +3.3% | -4.3% | +7.7% | +5.9% |
| 3M | +24.7% | +4.7% | +20.0% | +20.8% |
| 6M | +46.7% | +9.0% | +37.7% | +38.4% |
| YTD | +48.8% | -11.1% | +59.9% | +57.0% |
| 1Y | +39.2% | +1.3% | +38.0% | +34.6% |
| 3Y | +296.9% | +114.5% | +182.4% | +150.7% |
| 5Y | +767.5% | +118.0% | +649.5% | +438.5% |
| All | +767.5% | +117.7% | +649.9% | +438.5% |
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 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