+34.7%
NXPI vs AXP
+86.8%
-52.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.3% |
| 7D | +6.8% | -0.1% | +6.9% | +6.8% |
| 30D | +20.0% | +4.4% | +15.6% | +16.8% |
| 3M | +14.8% | -6.4% | +21.2% | +19.6% |
| 6M | -10.5% | +4.2% | -14.6% | -13.6% |
| YTD | +23.7% | -12.4% | +36.1% | +32.5% |
| 1Y | +34.1% | -11.1% | +45.2% | +42.1% |
| 3Y | +51.2% | +114.9% | -63.6% | -11.9% |
| All | +34.7% | +86.8% | -52.0% | -14.1% |
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