+198.6%
NXPI vs AXP
+471.5%
-272.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.9% |
| 7D | +1.9% | -2.1% | +4.0% | +3.2% |
| 30D | -1.4% | -6.5% | +5.1% | +2.6% |
| 3M | -29.1% | +4.6% | -33.7% | -31.3% |
| 6M | +6.2% | +5.4% | +0.8% | +1.8% |
| YTD | +5.9% | -11.1% | +17.0% | +11.9% |
| 1Y | +2.9% | -0.3% | +3.2% | +1.0% |
| 3Y | +14.5% | +111.6% | -97.1% | -29.0% |
| 5Y | +17.1% | +117.6% | -100.5% | -29.9% |
| All | +198.6% | +471.5% | -272.9% | +26.0% |
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