+6,524.1%
AXP vs BBY
+84,315.6%
-77,791.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.5% | -1.3% |
| 7D | +0.6% | +4.2% | -3.6% | -0.3% |
| 30D | +5.8% | +17.8% | -12.0% | +2.0% |
| 3M | -6.0% | +25.8% | -31.8% | -10.9% |
| 6M | +0.3% | +73.8% | -73.5% | -11.9% |
| YTD | -12.3% | +54.7% | -67.0% | -21.1% |
| 1Y | -11.2% | +33.4% | -44.6% | -17.6% |
| 3Y | +117.0% | +72.2% | +44.8% | +87.3% |
| 5Y | +93.2% | -2.5% | +95.7% | +85.0% |
| 10Y | +461.2% | +275.2% | +186.0% | +298.5% |
| All | +6,524.1% | +84,315.6% | -77,791.5% | +1,889.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling