+5,537.2%
ANET vs AXP
+316.5%
+5,220.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.1% | +2.3% | +1.8% |
| 7D | -0.8% | -2.1% | +1.3% | +0.2% |
| 30D | -1.8% | -6.5% | +4.8% | +1.4% |
| 3M | +16.7% | +4.6% | +12.1% | +13.8% |
| 6M | +43.7% | +5.4% | +38.3% | +39.2% |
| YTD | +47.9% | -11.1% | +59.0% | +54.7% |
| 1Y | +37.3% | -0.3% | +37.6% | +34.9% |
| 3Y | +292.7% | +111.6% | +181.2% | +171.7% |
| 5Y | +753.8% | +117.6% | +636.3% | +475.4% |
| 10Y | +3,730.1% | +474.1% | +3,256.0% | +1,392.5% |
| All | +5,537.2% | +316.5% | +5,220.7% | +2,728.2% |
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