+9,367.2%
AXP vs LIN
+10,822.5%
-1,455.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | +0.8% |
| 7D | +4.6% | +3.3% | +1.3% | +2.8% |
| 30D | +9.7% | +8.8% | +1.0% | +4.8% |
| 3M | -3.8% | +8.6% | -12.4% | -8.2% |
| 6M | +4.8% | +7.0% | -2.2% | +0.4% |
| YTD | -9.1% | +24.3% | -33.4% | -20.3% |
| 1Y | -6.7% | +27.3% | -34.0% | -19.3% |
| 3Y | +125.2% | +38.9% | +86.3% | +85.0% |
| 5Y | +105.0% | +69.4% | +35.6% | +50.5% |
| 10Y | +481.5% | +440.7% | +40.7% | +136.0% |
| All | +9,367.2% | +10,822.5% | -1,455.3% | +1,653.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling