+469.1%
AXP vs ALL
+370.7%
+98.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.3% |
| 7D | -2.1% | 0.0% | -2.1% | -2.1% |
| 30D | -6.5% | -1.5% | -5.1% | -6.0% |
| 3M | +4.6% | +23.6% | -19.0% | -9.8% |
| 6M | +5.4% | +22.3% | -16.9% | -8.8% |
| YTD | -11.1% | +26.5% | -37.6% | -25.3% |
| 1Y | -0.3% | +27.0% | -27.3% | -16.8% |
| 3Y | +111.6% | +149.6% | -38.0% | +5.0% |
| 5Y | +117.6% | +118.1% | -0.5% | +13.8% |
| All | +469.1% | +370.7% | +98.5% | +90.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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