+6,610.0%
AXP vs SU
+60,256.6%
-53,646.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.1% |
| 7D | -2.1% | +3.6% | -5.7% | -2.1% |
| 30D | -6.5% | +7.9% | -14.4% | -6.6% |
| 3M | +4.6% | +3.5% | +1.1% | +4.6% |
| 6M | +5.4% | +19.0% | -13.5% | +5.4% |
| YTD | -11.1% | +55.0% | -66.1% | -11.2% |
| 1Y | -0.3% | +71.2% | -71.5% | -0.4% |
| 3Y | +111.6% | +117.4% | -5.8% | +111.2% |
| 5Y | +117.6% | +335.2% | -217.6% | +116.9% |
| 10Y | +474.1% | +248.7% | +225.4% | +472.6% |
| All | +6,610.0% | +60,256.6% | -53,646.6% | +6,576.4% |
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