+272.4%
AXP vs ACI
+32.8%
+239.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +0.8% |
| 7D | -0.1% | +2.3% | -2.4% | -0.2% |
| 30D | +4.4% | +1.2% | +3.2% | +4.4% |
| 3M | -6.4% | +6.8% | -13.2% | -6.7% |
| 6M | +4.2% | -18.7% | +22.9% | +4.6% |
| YTD | -12.4% | -20.2% | +7.9% | -12.1% |
| 1Y | -11.1% | -23.7% | +12.6% | -10.7% |
| 3Y | +114.9% | -31.6% | +146.5% | +116.2% |
| 5Y | +87.4% | -42.8% | +130.2% | +87.3% |
| All | +272.4% | +32.8% | +239.5% | +325.8% |
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