+57.4%
INTC vs AXP
-6.4%
+63.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.2% | -5.9% | -4.1% |
| 7D | -39.0% | +4.6% | -43.6% | -39.3% |
| 30D | -49.8% | +9.7% | -59.6% | -50.5% |
| 3M | -42.2% | -3.8% | -38.5% | -41.6% |
| 6M | -39.2% | +4.8% | -44.0% | -39.5% |
| YTD | +57.9% | -9.1% | +67.0% | +60.8% |
| 1Y | +57.4% | -6.7% | +64.1% | +56.0% |
| All | +57.4% | -6.4% | +63.8% | +56.0% |
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 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