-11.2%
AXP vs ALL
+28.6%
-39.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.5% | +3.2% | -0.5% |
| 7D | +0.6% | -1.9% | +2.5% | +0.9% |
| 30D | +5.8% | +13.8% | -8.0% | +4.3% |
| 3M | -6.0% | -7.0% | +1.0% | -5.7% |
| 6M | +0.3% | +18.0% | -17.7% | -3.1% |
| YTD | -12.3% | +24.2% | -36.5% | -16.3% |
| 1Y | -11.2% | +31.2% | -42.4% | -17.6% |
| All | -11.2% | +28.6% | -39.8% | -17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling