+89.6%
AXP vs CNP
+73.6%
+16.0%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -3.0% | -1.8% |
| 7D | +0.6% | -4.2% | +4.8% | +1.9% |
| 30D | +5.8% | +5.5% | +0.3% | +3.9% |
| 3M | -6.0% | +0.6% | -6.6% | -6.4% |
| 6M | +0.3% | -2.8% | +3.1% | +0.7% |
| YTD | -12.3% | +7.9% | -20.1% | -15.6% |
| 1Y | -11.2% | +6.7% | -17.9% | -14.4% |
| 3Y | +117.0% | +61.1% | +55.9% | +71.7% |
| All | +89.6% | +73.6% | +16.0% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 5y: compounded portfolio wealth divided by compounded CNP 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…
5y analysis · Full analysis span regression · 6 months rolling