+407.0%
AXP vs SU
+242.3%
+164.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.4% |
| 7D | -0.1% | +1.7% | -1.8% | -0.8% |
| 30D | +4.4% | -7.9% | +12.3% | +7.4% |
| 3M | -6.4% | +7.5% | -14.0% | -9.9% |
| 6M | +4.2% | +7.2% | -3.1% | -0.5% |
| YTD | -12.4% | +60.9% | -73.3% | -30.4% |
| 1Y | -11.1% | +63.6% | -74.8% | -30.0% |
| 3Y | +114.9% | +128.9% | -14.0% | +43.0% |
| 5Y | +87.4% | +228.3% | -140.8% | -0.9% |
| All | +407.0% | +242.3% | +164.7% | +122.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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