+1,660.6%
DIS vs AXP
+6,813.0%
-5,152.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.2% | +2.0% | +3.3% |
| 7D | +9.1% | +4.6% | +4.5% | +7.1% |
| 30D | +14.8% | +9.7% | +5.1% | +10.4% |
| 3M | +21.2% | -3.8% | +24.9% | +23.0% |
| 6M | +18.3% | +4.8% | +13.5% | +15.5% |
| YTD | +5.4% | -9.1% | +14.4% | +8.7% |
| 1Y | +8.3% | -6.7% | +15.0% | +10.3% |
| 3Y | +44.2% | +125.2% | -81.0% | +0.3% |
| 5Y | -28.0% | +105.0% | -132.9% | -48.5% |
| 10Y | +39.6% | +481.5% | -441.8% | -36.6% |
| All | +1,660.6% | +6,813.0% | -5,152.4% | +205.0% |
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