+124.9%
AXP vs LIN
+38.9%
+86.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | +1.0% |
| 7D | +4.6% | +3.3% | +1.3% | +3.1% |
| 30D | +9.7% | +8.8% | +1.0% | +5.7% |
| 3M | -3.8% | +8.6% | -12.4% | -7.3% |
| 6M | +4.8% | +7.0% | -2.2% | +1.2% |
| YTD | -9.1% | +24.3% | -33.4% | -21.0% |
| 1Y | -6.7% | +27.3% | -34.0% | -20.3% |
| All | +124.9% | +38.9% | +86.0% | +93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 3y: compounded portfolio wealth divided by compounded LIN 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…
3y analysis · Full analysis span regression · 6 months rolling