+6,606.2%
AXP vs TSN
+1,057.8%
+5,548.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | +0.4% | +6.9% | -6.5% | -1.7% |
| 30D | +7.0% | +15.7% | -8.6% | +2.3% |
| 3M | -6.6% | +4.3% | -10.9% | -8.0% |
| 6M | +3.5% | -10.6% | +14.1% | +6.5% |
| YTD | -11.2% | +5.2% | -16.4% | -13.6% |
| 1Y | -10.2% | +18.7% | -28.8% | -15.9% |
| 3Y | +120.0% | +41.8% | +78.3% | +91.9% |
| 5Y | +95.6% | -13.6% | +109.1% | +96.8% |
| 10Y | +468.1% | +16.2% | +451.9% | +408.1% |
| All | +6,606.2% | +1,057.8% | +5,548.4% | +2,142.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 TSN 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