-11.7%
AXP vs SYY
+6.5%
-18.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | -0.1% |
| 7D | -2.9% | 0.0% | -2.9% | -2.8% |
| 30D | +3.7% | -2.2% | +6.0% | +3.9% |
| 3M | -4.9% | -8.0% | +3.1% | -4.7% |
| 6M | +4.1% | +7.5% | -3.4% | +4.3% |
| YTD | -11.7% | +7.4% | -19.1% | -13.8% |
| 1Y | -11.7% | +4.9% | -16.6% | -13.3% |
| All | -11.7% | +6.5% | -18.2% | -13.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling