+465.4%
AXP vs PSX
+367.7%
+97.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.2% |
| 7D | -2.1% | +4.5% | -6.7% | -4.2% |
| 30D | -6.5% | +26.6% | -33.1% | -16.9% |
| 3M | +4.6% | +39.3% | -34.6% | -11.8% |
| 6M | +5.4% | +56.8% | -51.4% | -17.4% |
| YTD | -11.1% | +101.8% | -112.9% | -39.2% |
| 1Y | -0.3% | +99.6% | -99.9% | -31.8% |
| 3Y | +111.6% | +140.3% | -28.8% | +26.9% |
| 5Y | +117.6% | +339.3% | -221.8% | -13.4% |
| All | +465.4% | +367.7% | +97.8% | +76.1% |
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