-10.9%
AXP vs BBY
+41.4%
-52.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.7% | -5.6% | -0.5% |
| 7D | -1.1% | +10.5% | -11.7% | -3.4% |
| 30D | +5.2% | +22.1% | -16.9% | +0.3% |
| 3M | -4.6% | +31.0% | -35.5% | -10.7% |
| 6M | +3.2% | +83.2% | -80.0% | -12.4% |
| YTD | -11.3% | +65.1% | -76.4% | -22.0% |
| All | -10.9% | +41.4% | -52.3% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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