+440.3%
AXP vs SIRI
0.0%
+440.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.8% |
| 7D | -1.1% | +11.4% | -12.5% | -4.2% |
| 30D | +5.2% | +24.2% | -19.0% | -1.3% |
| 3M | -4.6% | +11.1% | -15.7% | -7.7% |
| 6M | +3.2% | +23.9% | -20.7% | -3.6% |
| YTD | -11.3% | +70.0% | -81.4% | -25.0% |
| 1Y | -11.0% | +56.6% | -67.6% | -22.9% |
| 3Y | +120.2% | -21.4% | +141.5% | +121.6% |
| 5Y | +91.7% | -38.3% | +130.0% | +97.1% |
| 10Y | +440.3% | -3.5% | +443.8% | +359.9% |
| All | +440.3% | 0.0% | +440.4% | +359.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling