+89.6%
AXP vs SPOT
+110.1%
-20.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +2.4% |
| 3M | -6.0% | +26.9% | -32.9% | -10.7% |
| 6M | +0.3% | +41.8% | -41.5% | -7.3% |
| YTD | -12.3% | +3.8% | -16.1% | -14.4% |
| 1Y | -11.2% | -2.5% | -8.8% | -12.3% |
| 3Y | +117.0% | +260.6% | -143.5% | +56.2% |
| All | +89.6% | +110.1% | -20.5% | +46.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling