+448.7%
AXP vs SPXU
-99.5%
+548.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.5% |
| 7D | +0.6% | +7.6% | -7.0% | +4.1% |
| 30D | +5.8% | +17.5% | -11.7% | +14.0% |
| 3M | -6.0% | +14.7% | -20.7% | +0.5% |
| 6M | +0.3% | -0.1% | +0.4% | +2.1% |
| YTD | -12.3% | -19.8% | +7.6% | -17.3% |
| 1Y | -11.2% | -23.7% | +12.5% | -17.7% |
| 3Y | +117.0% | -79.5% | +196.5% | +31.1% |
| 5Y | +93.2% | -81.9% | +175.1% | +36.0% |
| All | +448.7% | -99.5% | +548.2% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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