-0.3%
AXP vs BB
+105.3%
-105.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -2.1% | -5.6% | +3.5% | -1.7% |
| 30D | -6.5% | -11.8% | +5.3% | -5.8% |
| 3M | +4.6% | -25.5% | +30.2% | +6.1% |
| 6M | +5.4% | +121.3% | -115.8% | -8.7% |
| YTD | -11.1% | +103.2% | -114.3% | -22.4% |
| 1Y | -0.3% | +102.6% | -102.9% | -13.3% |
| All | -0.3% | +105.3% | -105.6% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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