+65,302.9%
NFLX vs AXP
+1,121.9%
+64,181.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.1% | -4.2% | -5.0% |
| 7D | -4.2% | -2.1% | -2.1% | -3.5% |
| 30D | +5.5% | -6.5% | +12.0% | +8.0% |
| 3M | -4.1% | +4.6% | -8.7% | -5.8% |
| 6M | -20.7% | +5.4% | -26.1% | -22.6% |
| YTD | -16.5% | -11.1% | -5.4% | -14.0% |
| 1Y | -37.8% | -0.3% | -37.5% | -38.7% |
| 3Y | +77.9% | +111.6% | -33.7% | +31.0% |
| 5Y | +32.5% | +117.6% | -85.1% | -4.2% |
| 10Y | +703.6% | +474.1% | +229.4% | +269.9% |
| All | +65,302.9% | +1,121.9% | +64,181.1% | +13,687.2% |
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