+2,655.3%
DELL vs AXP
+453.0%
+2,202.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.0% | +4.4% | +4.9% |
| 7D | -11.8% | -1.1% | -10.7% | -11.3% |
| 30D | -40.8% | +5.2% | -46.1% | -42.5% |
| 3M | -23.6% | -4.6% | -19.0% | -21.8% |
| 6M | +33.4% | +3.2% | +30.1% | +30.5% |
| YTD | +178.0% | -11.3% | +189.4% | +191.5% |
| 1Y | +138.6% | -11.0% | +149.6% | +149.8% |
| 3Y | +400.9% | +120.2% | +280.7% | +230.4% |
| 5Y | +580.7% | +91.7% | +489.0% | +369.7% |
| 10Y | +2,655.3% | +440.3% | +2,214.9% | +1,197.9% |
| All | +2,655.3% | +453.0% | +2,202.2% | +1,197.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling