-10.9%
AXP vs EAT
+96.9%
-107.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.2% |
| 7D | -1.1% | -3.9% | +2.8% | -0.7% |
| 30D | +5.2% | +5.0% | +0.3% | +4.6% |
| 3M | -4.6% | -9.6% | +5.0% | -3.8% |
| 6M | +3.2% | +46.8% | -43.5% | -2.3% |
| YTD | -11.3% | +41.8% | -53.2% | -16.0% |
| All | -10.9% | +96.9% | -107.7% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 1y: compounded portfolio wealth divided by compounded EAT 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…
1y analysis · Full analysis span regression · 6 months rolling