+86.1%
AXP vs SYY
+15.0%
+71.1%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.3% |
| 7D | -0.1% | +0.3% | -0.4% | -0.3% |
| 30D | +4.4% | -4.8% | +9.2% | +6.3% |
| 3M | -6.4% | -7.1% | +0.6% | -3.8% |
| 6M | +4.2% | +6.8% | -2.6% | +0.1% |
| YTD | -12.4% | +7.7% | -20.0% | -18.7% |
| 1Y | -11.1% | +5.7% | -16.8% | -16.7% |
| 3Y | +114.9% | +24.6% | +90.3% | +75.5% |
| All | +86.1% | +15.0% | +71.1% | +57.2% |
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 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