+424.9%
AXP vs PSX
+353.3%
+71.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.2% | -3.3% | -1.6% |
| 7D | -2.9% | -0.4% | -2.5% | -2.8% |
| 30D | +3.7% | -8.1% | +11.8% | +7.2% |
| 3M | -4.9% | +15.9% | -20.8% | -12.5% |
| 6M | +4.1% | +49.4% | -45.3% | -16.3% |
| YTD | -11.7% | +104.7% | -116.3% | -40.6% |
| 1Y | -11.7% | +89.1% | -100.8% | -38.3% |
| 3Y | +116.5% | +151.7% | -35.2% | +26.0% |
| 5Y | +89.5% | +298.3% | -208.8% | -20.0% |
| 10Y | +424.9% | +357.1% | +67.8% | +63.5% |
| All | +424.9% | +353.3% | +71.6% | +63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 10y: compounded portfolio wealth divided by compounded PSX 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…
10y analysis · Full analysis span regression · 6 months rolling