+440.3%
AXP vs CNC
+158.2%
+282.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.8% | +1.4% |
| 7D | -1.1% | +3.0% | -4.1% | -2.0% |
| 30D | +5.2% | +4.9% | +0.4% | +3.7% |
| 3M | -4.6% | +4.2% | -8.8% | -5.9% |
| 6M | +3.2% | +22.5% | -19.3% | -2.6% |
| YTD | -11.3% | +66.6% | -77.9% | -23.9% |
| 1Y | -11.0% | +82.5% | -93.5% | -25.6% |
| 3Y | +120.2% | -4.1% | +124.3% | +106.4% |
| 5Y | +91.7% | -8.3% | +100.1% | +78.2% |
| 10Y | +440.3% | +153.6% | +286.7% | +302.0% |
| All | +440.3% | +158.2% | +282.2% | +302.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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