+9,863.9%
INTC vs AXP
+6,616.0%
+3,248.0%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.1% | +7.6% | +7.6% |
| 7D | +7.3% | -2.9% | +10.1% | +8.7% |
| 30D | -38.3% | +3.7% | -42.0% | -39.3% |
| 3M | -36.0% | -4.9% | -31.1% | -34.9% |
| 6M | -51.7% | +4.1% | -55.8% | -52.9% |
| YTD | +69.4% | -11.7% | +81.1% | +76.1% |
| 1Y | +65.0% | -11.7% | +76.7% | +71.5% |
| 3Y | +63.0% | +116.5% | -53.5% | +14.9% |
| 5Y | +33.4% | +89.5% | -56.1% | -2.6% |
| 10Y | +121.2% | +424.9% | -303.7% | -1.3% |
| All | +9,863.9% | +6,616.0% | +3,248.0% | +1,085.2% |
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