+1.3%
AXP vs SU
+72.8%
-71.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | +0.1% |
| 7D | +0.6% | -1.0% | +1.6% | +0.4% |
| 30D | -4.3% | +13.7% | -18.0% | -1.9% |
| 3M | +4.7% | +8.0% | -3.3% | +6.8% |
| 6M | +9.0% | +21.0% | -12.0% | +11.8% |
| YTD | -11.1% | +56.2% | -67.4% | -10.5% |
| 1Y | +1.3% | +72.2% | -70.9% | +0.9% |
| All | +1.3% | +72.8% | -71.6% | +0.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling