+9,172.4%
AXP vs IDXX
+75,017.9%
-65,845.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.6% |
| 7D | -0.1% | +4.2% | -4.3% | -1.0% |
| 30D | +4.4% | +33.1% | -28.7% | -2.1% |
| 3M | -6.4% | +24.2% | -30.6% | -11.1% |
| 6M | +4.2% | +33.2% | -29.1% | -2.6% |
| YTD | -12.4% | +4.1% | -16.5% | -13.8% |
| 1Y | -11.1% | +0.4% | -11.5% | -12.0% |
| 3Y | +114.9% | +62.9% | +52.0% | +88.6% |
| 5Y | +87.4% | +12.1% | +75.3% | +74.6% |
| 10Y | +420.8% | +545.1% | -124.3% | +238.6% |
| All | +9,172.4% | +75,017.9% | -65,845.4% | +3,170.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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