+95.6%
AXP vs SPOT
+109.5%
-13.9%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.2% | -1.9% |
| 7D | +0.4% | +10.3% | -9.9% | -1.5% |
| 30D | +7.0% | +25.9% | -18.8% | +2.1% |
| 3M | -6.6% | +27.4% | -34.0% | -11.3% |
| 6M | +3.5% | +46.5% | -43.0% | -5.0% |
| YTD | -11.2% | +5.8% | -17.0% | -13.6% |
| 1Y | -10.2% | -0.9% | -9.3% | -11.5% |
| 3Y | +120.0% | +261.5% | -141.4% | +58.5% |
| 5Y | +95.6% | +112.6% | -17.0% | +48.2% |
| All | +95.6% | +109.5% | -13.9% | +48.2% |
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