+469.1%
AXP vs D
+35.0%
+434.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.9% |
| 7D | -2.1% | +1.5% | -3.6% | -2.7% |
| 30D | -6.5% | -2.6% | -4.0% | -5.6% |
| 3M | +4.6% | 0.0% | +4.6% | +4.5% |
| 6M | +5.4% | +7.4% | -1.9% | +1.9% |
| YTD | -11.1% | +15.9% | -27.0% | -16.8% |
| 1Y | -0.3% | +18.1% | -18.4% | -7.7% |
| 3Y | +111.6% | +58.4% | +53.2% | +68.8% |
| 5Y | +117.6% | +5.2% | +112.4% | +107.4% |
| All | +469.1% | +35.0% | +434.1% | +419.3% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 2016-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling