+467.1%
AXP vs CPAY
+144.7%
+322.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.2% |
| 7D | -2.5% | -2.5% | 0.0% | -1.1% |
| 30D | -5.0% | +1.3% | -6.3% | -5.9% |
| 3M | +1.4% | +13.5% | -12.1% | -6.5% |
| 6M | +6.0% | +24.7% | -18.7% | -8.6% |
| YTD | -12.3% | +34.9% | -47.3% | -28.8% |
| 1Y | +0.3% | +29.7% | -29.4% | -17.1% |
| 3Y | +111.7% | +49.4% | +62.3% | +56.0% |
| 5Y | +114.5% | +53.5% | +61.1% | +51.6% |
| 10Y | +467.1% | +152.5% | +314.6% | +228.4% |
| All | +467.1% | +144.7% | +322.3% | +228.4% |
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