+265.9%
AXTI vs AXP
+1,420.4%
-1,154.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.2% | +7.1% | +6.5% |
| 7D | -29.4% | +0.6% | -30.0% | -29.6% |
| 30D | -51.3% | +5.8% | -57.1% | -52.7% |
| 3M | -48.3% | -6.0% | -42.3% | -47.1% |
| 6M | -62.9% | +0.3% | -63.2% | -63.4% |
| YTD | +137.8% | -12.3% | +150.1% | +148.3% |
| 1Y | +338.3% | -11.2% | +349.6% | +355.2% |
| 3Y | +1,590.4% | +117.0% | +1,473.4% | +1,078.3% |
| 5Y | +321.7% | +93.2% | +228.5% | +207.8% |
| 10Y | +655.0% | +461.2% | +193.8% | +233.1% |
| All | +265.9% | +1,420.4% | -1,154.5% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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