+114.9%
AXP vs CPNG
-1.0%
+115.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.9% |
| 7D | -0.1% | -6.8% | +6.6% | +1.0% |
| 30D | +4.4% | +5.5% | -1.0% | +3.4% |
| 3M | -6.4% | -6.8% | +0.3% | -5.6% |
| 6M | +4.2% | -4.8% | +9.0% | +4.1% |
| YTD | -12.4% | -35.6% | +23.2% | -6.9% |
| 1Y | -11.1% | -46.8% | +35.6% | -1.8% |
| 3Y | +114.9% | -0.8% | +115.7% | +108.1% |
| All | +114.9% | -1.0% | +115.8% | +108.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPNG.
Daily Out/Under-Performance
Portfolio return minus CPNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPNG 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 3y: compounded portfolio wealth divided by compounded CPNG 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…
3y analysis · Full analysis span regression · 6 months rolling