+6,610.0%
AXP vs BBY
+75,590.7%
-68,980.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.2% | -4.3% | -1.8% |
| 7D | -2.1% | +9.5% | -11.6% | -4.1% |
| 30D | -6.5% | +6.8% | -13.4% | -8.0% |
| 3M | +4.6% | +28.9% | -24.2% | -1.3% |
| 6M | +5.4% | +37.8% | -32.4% | -2.5% |
| YTD | -11.1% | +38.7% | -49.9% | -18.0% |
| 1Y | -0.3% | +23.7% | -24.0% | -5.9% |
| 3Y | +111.6% | +39.1% | +72.5% | +91.7% |
| 5Y | +117.6% | -0.4% | +118.0% | +108.0% |
| 10Y | +474.1% | +234.0% | +240.1% | +318.8% |
| All | +6,610.0% | +75,590.7% | -68,980.7% | +1,968.8% |
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