+122.7%
HOOD vs AXP
+86.8%
+36.0%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.8% | -5.1% | -5.1% |
| 7D | -3.8% | -0.1% | -3.6% | -3.6% |
| 30D | -23.0% | +4.4% | -27.4% | -26.2% |
| 3M | -21.6% | -6.4% | -15.2% | -16.5% |
| 6M | +1.4% | +4.2% | -2.7% | -2.4% |
| YTD | -31.2% | -12.4% | -18.8% | -22.0% |
| 1Y | -35.9% | -11.1% | -24.8% | -28.6% |
| 3Y | +836.9% | +114.9% | +722.1% | +402.2% |
| All | +122.7% | +86.8% | +36.0% | +29.1% |
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