-6.7%
AXP vs BB
+88.0%
-94.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +7.0% | -4.8% | +1.8% |
| 7D | +4.6% | -6.8% | +11.4% | +5.0% |
| 30D | +9.7% | -3.5% | +13.3% | +9.7% |
| 3M | -3.8% | -1.2% | -2.5% | -4.0% |
| 6M | +4.8% | +57.0% | -52.2% | -3.1% |
| YTD | -9.1% | +131.1% | -140.2% | -22.8% |
| 1Y | -6.7% | +87.6% | -94.3% | -18.2% |
| All | -6.7% | +88.0% | -94.7% | -18.2% |
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