+116.5%
AXP vs SPXU
-81.0%
+197.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.9% | +3.8% | -1.6% |
| 7D | -2.9% | +1.5% | -4.4% | -1.8% |
| 30D | +3.7% | +6.4% | -2.6% | +7.0% |
| 3M | -4.9% | +4.2% | -9.1% | -2.4% |
| 6M | +4.1% | -7.8% | +11.8% | +2.6% |
| YTD | -11.7% | -27.5% | +15.9% | -19.8% |
| 1Y | -11.7% | -27.1% | +15.4% | -19.2% |
| All | +116.5% | -81.0% | +197.6% | +36.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling