-6.7%
AXP vs SE
-48.0%
+41.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.5% | -2.3% | +1.6% |
| 7D | +4.6% | +6.7% | -2.1% | +3.8% |
| 30D | +9.7% | -17.2% | +26.9% | +12.1% |
| 3M | -3.8% | -28.0% | +24.3% | -0.2% |
| 6M | +4.8% | -6.1% | +10.9% | +4.6% |
| YTD | -9.1% | -37.1% | +28.1% | -6.2% |
| 1Y | -6.7% | -48.8% | +42.1% | -4.7% |
| All | -6.7% | -48.0% | +41.3% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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