+291.3%
AXP vs SPOT
+267.2%
+24.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | -2.9% | -3.0% | +0.1% | -2.3% |
| 30D | +3.7% | +15.2% | -11.5% | +0.8% |
| 3M | -4.9% | +21.6% | -26.5% | -8.7% |
| 6M | +4.1% | +45.2% | -41.1% | -3.9% |
| YTD | -11.7% | +4.9% | -16.6% | -14.0% |
| 1Y | -11.7% | -4.8% | -7.0% | -12.5% |
| 3Y | +116.5% | +256.3% | -139.8% | +61.5% |
| 5Y | +89.5% | +120.2% | -30.7% | +45.1% |
| All | +291.3% | +267.2% | +24.2% | +119.5% |
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