+118.0%
AXP vs SIRI
-43.5%
+161.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.6% | +0.1% |
| 7D | +0.6% | +4.3% | -3.7% | -0.2% |
| 30D | -4.3% | -2.8% | -1.5% | -3.9% |
| 3M | +4.7% | +5.9% | -1.2% | +3.5% |
| 6M | +9.0% | +31.9% | -23.0% | +3.5% |
| YTD | -11.1% | +48.7% | -59.8% | -17.5% |
| 1Y | +1.3% | +23.2% | -21.9% | -3.1% |
| 3Y | +114.5% | -23.9% | +138.4% | +112.7% |
| 5Y | +118.0% | -43.4% | +161.4% | +135.4% |
| All | +118.0% | -43.5% | +161.5% | +135.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SIRI 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling