+5,621.6%
ANET vs AXP
+313.9%
+5,307.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.1% | +6.4% | +6.4% |
| 7D | +10.2% | -2.9% | +13.0% | +11.8% |
| 30D | -6.7% | +3.7% | -10.5% | -8.4% |
| 3M | -0.6% | -4.9% | +4.3% | +1.6% |
| 6M | +44.2% | +4.1% | +40.1% | +40.4% |
| YTD | +50.1% | -11.7% | +61.8% | +57.2% |
| 1Y | +45.8% | -11.7% | +57.5% | +52.6% |
| 3Y | +280.4% | +116.5% | +163.9% | +160.1% |
| 5Y | +503.5% | +89.5% | +414.0% | +332.4% |
| 10Y | +3,552.8% | +424.9% | +3,127.9% | +1,388.8% |
| All | +5,621.6% | +313.9% | +5,307.7% | +2,773.5% |
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