+6,575.0%
AXP vs BHP
+7,085.6%
-510.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +0.6% |
| 7D | -0.6% | +3.8% | -4.5% | -2.2% |
| 30D | +5.0% | -6.5% | +11.4% | +7.6% |
| 3M | -4.2% | -8.5% | +4.3% | -1.3% |
| 6M | +2.9% | -2.2% | +5.1% | +2.3% |
| YTD | -11.6% | +40.0% | -51.6% | -25.1% |
| 1Y | -11.1% | +51.3% | -62.4% | -27.1% |
| 3Y | +116.7% | +56.5% | +60.2% | +71.6% |
| 5Y | +89.6% | +130.2% | -40.6% | +23.3% |
| 10Y | +428.4% | +336.5% | +91.9% | +158.4% |
| All | +6,575.0% | +7,085.6% | -510.5% | +1,080.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling