-11.2%
AXP vs FDX
+51.9%
-63.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.5% | -0.5% |
| 7D | +0.6% | -1.6% | +2.2% | +1.1% |
| 30D | +5.8% | +6.6% | -0.8% | +4.3% |
| 3M | -6.0% | -2.1% | -4.0% | -5.6% |
| 6M | +0.3% | +2.2% | -1.9% | -0.7% |
| YTD | -12.3% | +33.9% | -46.2% | -22.9% |
| 1Y | -11.2% | +50.2% | -61.5% | -25.6% |
| All | -11.2% | +51.9% | -63.1% | -25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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