+116.8%
AXP vs BHP
+56.5%
+60.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +0.3% |
| 7D | -0.6% | +3.8% | -4.5% | -1.6% |
| 30D | +5.0% | -6.5% | +11.4% | +6.7% |
| 3M | -4.2% | -8.5% | +4.3% | -2.2% |
| 6M | +2.9% | -2.2% | +5.1% | +2.4% |
| YTD | -11.6% | +40.0% | -51.6% | -22.8% |
| 1Y | -11.1% | +51.3% | -62.4% | -24.6% |
| All | +116.8% | +56.5% | +60.3% | +75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 3y: compounded portfolio wealth divided by compounded BHP 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…
3y analysis · Full analysis span regression · 6 months rolling