+288.8%
AXP vs SPOT
+263.5%
+25.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.6% | -0.9% |
| 7D | +0.6% | +1.6% | -1.0% | +0.3% |
| 30D | +5.8% | +17.6% | -11.7% | +2.5% |
| 3M | -6.0% | +26.9% | -32.9% | -10.5% |
| 6M | +0.3% | +41.8% | -41.5% | -7.0% |
| YTD | -12.3% | +3.8% | -16.1% | -14.4% |
| 1Y | -11.2% | -2.5% | -8.8% | -12.5% |
| 3Y | +117.0% | +260.6% | -143.5% | +61.4% |
| 5Y | +93.2% | +108.6% | -15.4% | +49.3% |
| All | +288.8% | +263.5% | +25.3% | +118.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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