+8,089.4%
AXP vs ZBRA
+9,227.6%
-1,138.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -1.5% |
| 7D | -2.1% | +1.8% | -3.9% | -2.6% |
| 30D | -6.5% | -1.7% | -4.8% | -6.2% |
| 3M | +4.6% | +47.8% | -43.1% | -7.1% |
| 6M | +5.4% | +56.7% | -51.3% | -8.3% |
| YTD | -11.1% | +49.4% | -60.5% | -22.0% |
| 1Y | -0.3% | +16.5% | -16.8% | -6.9% |
| 3Y | +111.6% | +31.5% | +80.1% | +87.7% |
| 5Y | +117.6% | -38.6% | +156.2% | +128.4% |
| 10Y | +474.1% | +421.0% | +53.2% | +247.1% |
| All | +8,089.4% | +9,227.6% | -1,138.2% | +2,492.1% |
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