+200.5%
NXPI vs AXP
+453.0%
-252.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.0% | +2.2% | +2.6% |
| 7D | -0.3% | -1.1% | +0.8% | +0.4% |
| 30D | +12.7% | +5.2% | +7.5% | +9.3% |
| 3M | +7.5% | -4.6% | +12.0% | +10.4% |
| 6M | -12.3% | +3.2% | -15.5% | -14.7% |
| YTD | +19.7% | -11.3% | +31.0% | +26.7% |
| 1Y | +27.6% | -11.0% | +38.6% | +34.6% |
| 3Y | +50.0% | +120.2% | -70.2% | -9.7% |
| 5Y | +27.2% | +91.7% | -64.6% | -18.3% |
| 10Y | +200.5% | +440.3% | -239.8% | +33.0% |
| All | +200.5% | +453.0% | -252.5% | +33.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling