+86.1%
AXP vs ZBRA
-45.5%
+131.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | +0.2% |
| 7D | -0.1% | +0.6% | -0.7% | -0.3% |
| 30D | +4.4% | -14.0% | +18.5% | +9.5% |
| 3M | -6.4% | -14.7% | +8.2% | -1.9% |
| 6M | +4.2% | +31.3% | -27.1% | -7.8% |
| YTD | -12.4% | +33.4% | -45.8% | -23.7% |
| 1Y | -11.1% | +34.1% | -45.2% | -22.8% |
| 3Y | +114.9% | +59.9% | +55.0% | +69.2% |
| All | +86.1% | -45.5% | +131.6% | +104.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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