+24.0%
INTC vs AXP
+89.0%
-64.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.0% |
| 7D | -4.0% | -0.6% | -3.4% | -3.7% |
| 30D | -44.5% | +5.0% | -49.4% | -45.8% |
| 3M | -40.4% | -4.2% | -36.1% | -39.3% |
| 6M | -53.5% | +2.9% | -56.4% | -54.6% |
| YTD | +57.5% | -11.6% | +69.1% | +65.3% |
| 1Y | +51.2% | -11.1% | +62.3% | +57.9% |
| 3Y | +51.6% | +116.7% | -65.1% | +0.4% |
| All | +24.0% | +89.0% | -64.9% | -13.5% |
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