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  • AXP vs FDS✓SelectedUSD · FDSAXP vs FDS performance historyLatest closeAs of-2.29%11/05
Stock and ETF performance explorer

AXP vs FDS

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+3,630.9%
FDS return
+10,727.5%
Excess return
-7,096.6%
Maximum drawdown
-83.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioFDSExcessAlpha
1D-2.3%-0.5%-1.8%-2.1%
7D+0.4%+6.4%-6.0%-1.9%
30D+7.0%+25.2%-18.1%-1.6%
3M-6.6%+22.9%-29.5%-14.1%
6M+3.5%+56.5%-53.1%-14.8%
YTD-11.2%+19.0%-30.1%-20.1%
1Y-10.2%+32.7%-42.9%-22.9%
3Y+120.0%-20.4%+140.5%+126.8%
5Y+95.6%-19.6%+115.2%+99.2%
10Y+468.1%+148.5%+319.6%+278.1%
All+3,630.9%+10,727.5%-7,096.6%+838.3%

Cumulative growth

Daily Returns

Daily percentage return beside FDS.

Daily Out/Under-Performance

Portfolio return minus FDS return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × FDS 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 FDS 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