+440.3%
AXP vs CPAY
+210.0%
+230.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.7% |
| 7D | -1.1% | +11.9% | -13.0% | -7.8% |
| 30D | +5.2% | +15.1% | -9.9% | -3.5% |
| 3M | -4.6% | +16.5% | -21.1% | -13.3% |
| 6M | +3.2% | +33.1% | -29.9% | -14.0% |
| YTD | -11.3% | +52.2% | -63.5% | -33.5% |
| 1Y | -11.0% | +65.6% | -76.6% | -36.8% |
| 3Y | +120.2% | +100.2% | +20.0% | +34.2% |
| 5Y | +91.7% | +87.6% | +4.1% | +18.8% |
| 10Y | +440.3% | +205.3% | +235.1% | +190.7% |
| All | +440.3% | +210.0% | +230.3% | +190.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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