-0.3%
AXP vs RY
+46.1%
-46.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.6% |
| 7D | -2.1% | +3.1% | -5.2% | -4.3% |
| 30D | -6.5% | -0.3% | -6.2% | -6.5% |
| 3M | +4.6% | +8.7% | -4.0% | -2.4% |
| 6M | +5.4% | +28.5% | -23.1% | -14.0% |
| YTD | -11.1% | +25.1% | -36.2% | -25.8% |
| 1Y | -0.3% | +46.3% | -46.6% | -27.6% |
| All | -0.3% | +46.1% | -46.4% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 1y: compounded portfolio wealth divided by compounded RY 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…
1y analysis · Full analysis span regression · 6 months rolling