+186.7%
NXPI vs AXP
+449.9%
-263.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.3% |
| 7D | -4.4% | +0.6% | -4.9% | -4.7% |
| 30D | +5.6% | +5.8% | -0.3% | +2.0% |
| 3M | +7.6% | -6.0% | +13.6% | +11.5% |
| 6M | -17.6% | +0.3% | -17.9% | -18.4% |
| YTD | +15.9% | -12.3% | +28.1% | +23.4% |
| 1Y | +22.4% | -11.2% | +33.6% | +29.3% |
| 3Y | +43.2% | +117.0% | -73.8% | -12.9% |
| 5Y | +21.4% | +93.2% | -71.8% | -22.3% |
| All | +186.7% | +449.9% | -263.2% | +32.3% |
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