+47.0%
NFLX vs AXP
+118.3%
-71.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.2% | +0.6% |
| 7D | +2.6% | -1.1% | +3.7% | +2.9% |
| 30D | -9.0% | +5.2% | -14.3% | -10.2% |
| 3M | -13.7% | -4.6% | -9.2% | -12.8% |
| 6M | -26.9% | +3.2% | -30.1% | -27.6% |
| YTD | -31.8% | -11.3% | -20.4% | -29.9% |
| 1Y | -42.1% | -11.0% | -31.0% | -40.6% |
| 3Y | +47.0% | +120.2% | -73.2% | +16.1% |
| All | +47.0% | +118.3% | -71.3% | +16.1% |
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