+33.9%
NXPI vs AXP
+91.8%
-57.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.2% |
| 7D | -0.5% | -0.6% | +0.2% | 0.0% |
| 30D | +15.0% | +5.0% | +10.0% | +11.5% |
| 3M | +12.6% | -4.2% | +16.8% | +15.5% |
| 6M | -10.6% | +2.9% | -13.5% | -13.1% |
| YTD | +22.1% | -11.6% | +33.7% | +30.0% |
| 1Y | +29.8% | -11.1% | +40.8% | +37.5% |
| 3Y | +47.8% | +116.7% | -69.0% | -14.4% |
| 5Y | +33.9% | +89.6% | -55.8% | -15.6% |
| All | +33.9% | +91.8% | -57.9% | -15.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling