+6,524.1%
AXP vs BHP
+6,976.6%
-452.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -1.9% |
| 7D | +0.6% | +0.9% | -0.3% | +0.2% |
| 30D | +5.8% | -6.3% | +12.1% | +8.4% |
| 3M | -6.0% | -7.1% | +1.1% | -3.7% |
| 6M | +0.3% | -3.2% | +3.5% | +0.1% |
| YTD | -12.3% | +37.9% | -50.1% | -25.2% |
| 1Y | -11.2% | +49.7% | -60.9% | -26.9% |
| 3Y | +117.0% | +51.7% | +65.3% | +74.1% |
| 5Y | +93.2% | +122.0% | -28.9% | +27.5% |
| 10Y | +461.2% | +382.4% | +78.8% | +163.9% |
| All | +6,524.1% | +6,976.6% | -452.6% | +1,079.4% |
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