-0.3%
AXP vs EQX
+42.9%
-43.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -1.0% |
| 7D | -2.1% | -1.4% | -0.7% | -2.1% |
| 30D | -6.5% | +24.4% | -30.9% | -7.4% |
| 3M | +4.6% | +11.6% | -7.0% | +3.7% |
| 6M | +5.4% | -25.0% | +30.4% | +3.7% |
| YTD | -11.1% | -8.4% | -2.7% | -11.9% |
| 1Y | -0.3% | +43.4% | -43.7% | +0.1% |
| All | -0.3% | +42.9% | -43.2% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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