-11.2%
AXP vs SPOT
-2.7%
-8.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.6% | -1.1% |
| 7D | +0.6% | +1.6% | -1.0% | +0.5% |
| 30D | +5.8% | +17.6% | -11.7% | +4.5% |
| 3M | -6.0% | +26.9% | -32.9% | -7.6% |
| 6M | +0.3% | +41.8% | -41.5% | -2.5% |
| YTD | -12.3% | +3.8% | -16.1% | -13.8% |
| 1Y | -11.2% | -2.5% | -8.8% | -12.8% |
| All | -11.2% | -2.7% | -8.5% | -12.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling