+74.4%
NFLX vs AXP
+110.9%
-36.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.1% | -4.2% | -5.1% |
| 7D | -4.2% | -2.1% | -2.1% | -3.8% |
| 30D | +5.5% | -6.5% | +12.0% | +7.1% |
| 3M | -4.1% | +4.6% | -8.7% | -5.1% |
| 6M | -20.7% | +5.4% | -26.1% | -21.9% |
| YTD | -16.5% | -11.1% | -5.4% | -14.3% |
| 1Y | -37.8% | -0.3% | -37.5% | -38.5% |
| All | +74.4% | +110.9% | -36.5% | +42.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling