+7,039.2%
AXP vs ALL
+3,771.7%
+3,267.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.8% |
| 7D | +0.4% | +4.2% | -3.8% | -2.0% |
| 30D | +7.0% | +18.9% | -11.9% | -3.2% |
| 3M | -6.6% | +1.2% | -7.8% | -7.8% |
| 6M | +3.5% | +23.2% | -19.8% | -9.8% |
| YTD | -11.2% | +30.0% | -41.2% | -25.5% |
| 1Y | -10.2% | +39.6% | -49.8% | -27.8% |
| 3Y | +120.0% | +115.2% | +4.8% | +33.3% |
| 5Y | +95.6% | +156.2% | -60.7% | +3.3% |
| 10Y | +468.1% | +398.0% | +70.1% | +106.8% |
| All | +7,039.2% | +3,771.7% | +3,267.5% | +991.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling