+7,984.6%
AXP vs ZBRA
+8,180.5%
-196.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.3% |
| 7D | +0.6% | -10.9% | +11.5% | +3.6% |
| 30D | +5.8% | -16.6% | +22.4% | +10.8% |
| 3M | -6.0% | -11.6% | +5.6% | -3.3% |
| 6M | +0.3% | +40.2% | -39.9% | -10.3% |
| YTD | -12.3% | +32.6% | -44.9% | -20.7% |
| 1Y | -11.2% | +24.7% | -35.9% | -18.5% |
| 3Y | +117.0% | +56.3% | +60.7% | +84.1% |
| 5Y | +93.2% | -47.0% | +140.2% | +110.6% |
| 10Y | +461.2% | +411.4% | +49.8% | +241.4% |
| All | +7,984.6% | +8,180.5% | -196.0% | +2,533.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling