+6,610.0%
AXP vs CASY
+36,294.0%
-29,684.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.0% |
| 7D | -2.1% | +0.1% | -2.2% | -2.2% |
| 30D | -6.5% | -11.3% | +4.8% | -3.3% |
| 3M | +4.6% | -0.6% | +5.3% | +3.2% |
| 6M | +5.4% | +10.7% | -5.3% | +0.2% |
| YTD | -11.1% | +37.1% | -48.2% | -21.1% |
| 1Y | -0.3% | +52.3% | -52.6% | -14.6% |
| 3Y | +111.6% | +215.2% | -103.6% | +41.7% |
| 5Y | +117.6% | +276.5% | -158.9% | +36.7% |
| 10Y | +474.1% | +508.4% | -34.2% | +208.8% |
| All | +6,610.0% | +36,294.0% | -29,684.0% | +1,185.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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