+54.4%
INTC vs AXP
-11.2%
+65.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.0% | +4.5% | +5.3% |
| 7D | -1.0% | -1.1% | +0.1% | -0.8% |
| 30D | -43.3% | +5.2% | -48.5% | -43.6% |
| 3M | -41.6% | -4.6% | -37.0% | -40.9% |
| 6M | -52.5% | +3.2% | -55.7% | -52.6% |
| YTD | +60.9% | -11.3% | +72.2% | +64.0% |
| All | +54.4% | -11.2% | +65.6% | +56.4% |
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