+275.7%
AXP vs ACI
+34.0%
+241.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.4% | -0.4% |
| 7D | -0.6% | -0.6% | 0.0% | -0.6% |
| 30D | +5.0% | +9.5% | -4.6% | +4.5% |
| 3M | -4.2% | +10.1% | -14.3% | -4.7% |
| 6M | +2.9% | -15.4% | +18.3% | +3.2% |
| YTD | -11.6% | -19.5% | +8.0% | -11.3% |
| 1Y | -11.1% | -21.0% | +9.9% | -10.8% |
| 3Y | +116.7% | -31.2% | +147.9% | +118.0% |
| 5Y | +89.6% | -40.6% | +130.2% | +89.9% |
| All | +275.7% | +34.0% | +241.8% | +329.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling