+6,610.0%
AXP vs SYY
+4,458.5%
+2,151.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.4% |
| 7D | -2.1% | -2.3% | +0.2% | -0.9% |
| 30D | -6.5% | -4.9% | -1.6% | -4.1% |
| 3M | +4.6% | +8.4% | -3.7% | 0.0% |
| 6M | +5.4% | -7.4% | +12.8% | +7.9% |
| YTD | -11.1% | +11.0% | -22.1% | -18.1% |
| 1Y | -0.3% | -0.2% | -0.1% | -2.9% |
| 3Y | +111.6% | +23.8% | +87.8% | +80.5% |
| 5Y | +117.6% | +18.1% | +99.4% | +89.9% |
| 10Y | +474.1% | +94.6% | +379.5% | +267.5% |
| All | +6,610.0% | +4,458.5% | +2,151.5% | +914.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling