+0.3%
AXP vs HCA
+16.1%
-15.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.2% | -0.9% |
| 7D | +0.6% | +4.6% | -4.0% | 0.0% |
| 30D | +5.8% | +12.7% | -6.9% | +4.3% |
| 3M | -6.0% | +21.3% | -27.3% | -8.2% |
| 6M | +0.3% | +15.7% | -15.4% | -1.0% |
| All | +0.3% | +16.1% | -15.8% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 6mo: compounded portfolio wealth divided by compounded HCA 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…
6mo analysis · Full analysis span regression · 6 months rolling