+277.5%
AXP vs EQX
+243.0%
+34.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.9% |
| 7D | -2.1% | -1.4% | -0.7% | -2.0% |
| 30D | -6.5% | +24.4% | -30.9% | -8.1% |
| 3M | +4.6% | +11.6% | -7.0% | +3.5% |
| 6M | +5.4% | -25.0% | +30.4% | +6.8% |
| YTD | -11.1% | -8.4% | -2.7% | -11.6% |
| 1Y | -0.3% | +43.4% | -43.7% | -4.4% |
| 3Y | +111.6% | +162.0% | -50.4% | +89.3% |
| 5Y | +117.6% | +70.1% | +47.4% | +93.2% |
| All | +277.5% | +243.0% | +34.5% | +268.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling