+36.3%
CDE vs AXP
+0.4%
+35.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.0% |
| 7D | -6.1% | -2.8% | -3.3% | -4.8% |
| 30D | +9.5% | -5.9% | +15.4% | +12.6% |
| 3M | +32.0% | +2.6% | +29.4% | +31.9% |
| 6M | -12.8% | +6.4% | -19.2% | -13.2% |
| YTD | +14.2% | -12.6% | +26.8% | +16.6% |
| 1Y | +36.3% | +0.2% | +36.1% | +51.7% |
| All | +36.3% | +0.4% | +35.9% | +51.7% |
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