+50.8%
CDE vs AXP
+1.4%
+49.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.4% |
| 7D | +0.5% | -2.1% | +2.6% | +1.6% |
| 30D | +21.9% | -6.5% | +28.4% | +25.8% |
| 3M | +14.9% | +4.6% | +10.3% | +13.9% |
| 6M | -10.5% | +5.4% | -15.9% | -11.2% |
| YTD | +19.3% | -11.1% | +30.4% | +20.6% |
| 1Y | +50.8% | -0.3% | +51.1% | +66.6% |
| All | +50.8% | +1.4% | +49.4% | +66.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling