+6,524.1%
AXP vs SU
+61,520.6%
-54,996.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -1.2% |
| 7D | +0.6% | -13.4% | +14.0% | +0.6% |
| 30D | +5.8% | +0.9% | +4.9% | +5.8% |
| 3M | -6.0% | +12.8% | -18.8% | -6.0% |
| 6M | +0.3% | +8.3% | -8.0% | +0.3% |
| YTD | -12.3% | +58.2% | -70.5% | -12.3% |
| 1Y | -11.2% | +67.1% | -78.4% | -11.3% |
| 3Y | +117.0% | +125.6% | -8.6% | +116.7% |
| 5Y | +93.2% | +213.6% | -120.4% | +92.7% |
| 10Y | +461.2% | +234.7% | +226.5% | +459.7% |
| All | +6,524.1% | +61,520.6% | -54,996.5% | +6,490.5% |
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