+6,763.5%
AXP vs EXPD
+32,316.9%
-25,553.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.2% | +5.4% | +3.3% |
| 7D | +4.6% | +0.3% | +4.3% | +4.5% |
| 30D | +9.7% | +1.8% | +7.9% | +9.0% |
| 3M | -3.8% | +8.9% | -12.7% | -6.7% |
| 6M | +4.8% | +42.2% | -37.4% | -7.6% |
| YTD | -9.1% | +33.4% | -42.4% | -18.7% |
| 1Y | -6.7% | +47.2% | -53.9% | -19.3% |
| 3Y | +125.2% | +81.3% | +43.9% | +79.5% |
| 5Y | +105.0% | +60.2% | +44.8% | +68.3% |
| 10Y | +481.5% | +339.5% | +141.9% | +242.8% |
| All | +6,763.5% | +32,316.9% | -25,553.4% | +2,116.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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