+86.1%
AXP vs SPXS
-83.0%
+169.2%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +1.3% |
| 7D | -0.1% | -7.5% | +7.4% | -3.0% |
| 30D | +4.4% | +5.3% | -0.9% | +7.3% |
| 3M | -6.4% | +9.7% | -16.1% | -2.0% |
| 6M | +4.2% | -4.6% | +8.7% | +4.2% |
| YTD | -12.4% | -25.8% | +13.4% | -19.4% |
| 1Y | -11.1% | -28.8% | +17.7% | -19.3% |
| 3Y | +114.9% | -80.2% | +195.0% | +33.9% |
| All | +86.1% | -83.0% | +169.2% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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