-11.2%
AXP vs SE
-52.2%
+40.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.4% | -1.2% |
| 7D | +0.6% | +2.0% | -1.4% | +0.4% |
| 30D | +5.8% | -20.0% | +25.8% | +8.6% |
| 3M | -6.0% | -31.8% | +25.8% | -1.9% |
| 6M | +0.3% | -15.9% | +16.2% | +1.5% |
| YTD | -12.3% | -40.6% | +28.4% | -8.9% |
| 1Y | -11.2% | -50.7% | +39.4% | -8.8% |
| All | -11.2% | -52.2% | +40.9% | -8.8% |
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