+15.2%
NEE vs AXP
+88.8%
-73.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -2.8% | -2.9% | +0.1% | -2.4% |
| 30D | +9.5% | +3.7% | +5.8% | +8.9% |
| 3M | +1.0% | -4.9% | +5.9% | +1.7% |
| 6M | -8.0% | +4.1% | -12.0% | -8.7% |
| YTD | +9.4% | -11.7% | +21.1% | +11.1% |
| 1Y | +3.1% | -11.7% | +14.9% | +4.7% |
| 3Y | +70.5% | +116.5% | -46.0% | +40.9% |
| 5Y | +15.2% | +89.5% | -74.3% | -1.0% |
| All | +15.2% | +88.8% | -73.6% | -1.0% |
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 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