+465.4%
AXP vs SYY
+94.8%
+370.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.4% |
| 7D | -2.1% | -2.3% | +0.2% | -0.8% |
| 30D | -6.5% | -4.9% | -1.6% | -3.9% |
| 3M | +4.6% | +8.4% | -3.7% | -0.4% |
| 6M | +5.4% | -7.4% | +12.8% | +8.2% |
| YTD | -11.1% | +11.0% | -22.1% | -19.0% |
| 1Y | -0.3% | -0.2% | -0.1% | -3.3% |
| 3Y | +111.6% | +23.8% | +87.8% | +75.8% |
| 5Y | +117.6% | +18.1% | +99.4% | +85.0% |
| All | +465.4% | +94.8% | +370.6% | +267.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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