+6,606.2%
AXP vs CCL
+1,049.7%
+5,556.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.5% | +3.2% | -0.2% |
| 7D | +0.4% | +2.6% | -2.2% | -0.7% |
| 30D | +7.0% | +11.3% | -4.3% | +2.6% |
| 3M | -6.6% | +0.3% | -6.8% | -7.5% |
| 6M | +3.5% | +16.1% | -12.7% | -4.1% |
| YTD | -11.2% | -1.6% | -9.6% | -13.7% |
| 1Y | -10.2% | +11.8% | -21.9% | -17.4% |
| 3Y | +120.0% | +139.6% | -19.5% | +43.0% |
| 5Y | +95.6% | +21.3% | +74.3% | +45.4% |
| 10Y | +468.1% | -29.8% | +497.9% | +303.8% |
| All | +6,606.2% | +1,049.7% | +5,556.5% | +1,581.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling