+440.3%
AXP vs RACE
+738.3%
-298.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.4% | +0.7% |
| 7D | -1.1% | +3.9% | -5.0% | -2.9% |
| 30D | +5.2% | +7.4% | -2.2% | +1.8% |
| 3M | -4.6% | +1.6% | -6.2% | -5.5% |
| 6M | +3.2% | +23.3% | -20.1% | -7.2% |
| YTD | -11.3% | +14.7% | -26.0% | -18.3% |
| 1Y | -11.0% | +2.5% | -13.5% | -13.6% |
| 3Y | +120.2% | +28.0% | +92.2% | +79.4% |
| 5Y | +91.7% | +69.8% | +21.9% | +30.3% |
| 10Y | +440.3% | +734.9% | -294.6% | +127.5% |
| All | +440.3% | +738.3% | -298.0% | +127.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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