+89.6%
AXP vs SYY
+7.8%
+81.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -2.2% |
| 7D | +0.6% | -7.3% | +7.9% | +3.6% |
| 30D | +5.8% | +0.1% | +5.7% | +5.4% |
| 3M | -6.0% | -8.2% | +2.2% | -2.9% |
| 6M | +0.3% | +6.3% | -6.0% | -3.4% |
| YTD | -12.3% | +7.3% | -19.6% | -18.5% |
| 1Y | -11.2% | +8.5% | -19.7% | -18.1% |
| 3Y | +117.0% | +24.9% | +92.1% | +76.9% |
| All | +89.6% | +7.8% | +81.8% | +69.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling