+6,592.6%
AXP vs SU
+60,355.2%
-53,762.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +1.0% |
| 7D | -1.1% | -10.6% | +9.5% | -1.1% |
| 30D | +5.2% | -6.6% | +11.9% | +5.2% |
| 3M | -4.6% | +12.9% | -17.5% | -4.6% |
| 6M | +3.2% | +6.7% | -3.5% | +3.2% |
| YTD | -11.3% | +55.2% | -66.6% | -11.4% |
| 1Y | -11.0% | +61.5% | -72.6% | -11.1% |
| 3Y | +120.2% | +128.7% | -8.5% | +119.8% |
| 5Y | +91.7% | +210.8% | -119.1% | +91.3% |
| 10Y | +440.3% | +214.4% | +226.0% | +439.0% |
| All | +6,592.6% | +60,355.2% | -53,762.7% | +6,558.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling