+85.9%
AXP vs SPXU
-83.8%
+169.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.6% | -1.2% |
| 7D | -2.1% | -9.4% | +7.2% | -5.7% |
| 30D | +2.7% | +7.4% | -4.8% | +6.3% |
| 3M | -7.3% | +6.2% | -13.4% | -4.2% |
| 6M | +1.8% | -7.2% | +9.0% | +0.6% |
| YTD | -13.1% | -26.8% | +13.7% | -20.5% |
| 1Y | -13.7% | -26.3% | +12.5% | -20.5% |
| 3Y | +113.1% | -80.6% | +193.7% | +31.5% |
| 5Y | +85.9% | -83.6% | +169.5% | +30.5% |
| All | +85.9% | -83.8% | +169.7% | +30.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling