+448.7%
AXP vs CCL
-30.6%
+479.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +0.6% | +2.6% | -2.0% | -0.4% |
| 30D | +5.8% | +13.1% | -7.3% | +1.4% |
| 3M | -6.0% | +3.3% | -9.3% | -7.7% |
| 6M | +0.3% | +8.7% | -8.4% | -3.9% |
| YTD | -12.3% | -1.6% | -10.7% | -14.3% |
| 1Y | -11.2% | +14.0% | -25.2% | -17.9% |
| 3Y | +117.0% | +145.1% | -28.1% | +48.4% |
| 5Y | +93.2% | +21.2% | +71.9% | +52.2% |
| All | +448.7% | -30.6% | +479.3% | +328.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 10y: compounded portfolio wealth divided by compounded CCL 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…
10y analysis · Full analysis span regression · 6 months rolling