+295.9%
AXP vs SE
+372.6%
-76.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | 0.0% |
| 7D | -0.6% | 0.0% | -0.7% | -0.6% |
| 30D | +5.0% | -19.4% | +24.3% | +8.1% |
| 3M | -4.2% | -33.1% | +28.9% | +1.0% |
| 6M | +2.9% | -11.4% | +14.4% | +3.9% |
| YTD | -11.6% | -39.8% | +28.2% | -6.2% |
| 1Y | -11.1% | -50.5% | +39.4% | -3.2% |
| 3Y | +116.7% | +68.9% | +47.9% | +93.7% |
| 5Y | +89.6% | -77.1% | +166.7% | +104.8% |
| All | +295.9% | +372.6% | -76.7% | +162.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling