+1,085.7%
DELL vs AXP
+118.2%
+967.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +2.1% |
| 7D | +14.9% | -2.1% | +17.0% | +16.5% |
| 30D | +13.3% | -6.5% | +19.8% | +18.0% |
| 3M | +24.4% | +4.6% | +19.7% | +20.7% |
| 6M | +258.0% | +5.4% | +252.6% | +245.5% |
| YTD | +320.2% | -11.1% | +331.3% | +344.6% |
| 1Y | +319.1% | -0.3% | +319.4% | +309.7% |
| 3Y | +706.5% | +111.6% | +595.0% | +411.8% |
| All | +1,085.7% | +118.2% | +967.5% | +621.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling