+6,606.2%
AXP vs EAT
+10,748.9%
-4,142.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.5% | +1.2% | -1.3% |
| 7D | +0.4% | -3.3% | +3.7% | +1.3% |
| 30D | +7.0% | +11.7% | -4.6% | +3.3% |
| 3M | -6.6% | -5.9% | -0.7% | -6.0% |
| 6M | +3.5% | +46.7% | -43.3% | -9.2% |
| YTD | -11.2% | +48.2% | -59.3% | -23.3% |
| 1Y | -10.2% | +105.4% | -115.6% | -29.9% |
| 3Y | +120.0% | +502.8% | -382.7% | +19.1% |
| 5Y | +95.6% | +376.3% | -280.7% | +7.4% |
| 10Y | +468.1% | +400.0% | +68.1% | +152.8% |
| All | +6,606.2% | +10,748.9% | -4,142.7% | +798.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling