+1,890.5%
NXPI vs AXP
+857.8%
+1,032.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -2.3% | -5.5% | -6.3% |
| 7D | -8.1% | +0.4% | -8.5% | -8.3% |
| 30D | 0.0% | +7.0% | -7.0% | -4.3% |
| 3M | +6.2% | -6.6% | +12.8% | +10.8% |
| 6M | -15.7% | +3.5% | -19.2% | -18.3% |
| YTD | +14.1% | -11.2% | +25.3% | +21.0% |
| 1Y | +18.2% | -10.2% | +28.4% | +24.3% |
| 3Y | +42.0% | +120.0% | -78.1% | -18.4% |
| 5Y | +19.5% | +95.6% | -76.1% | -27.6% |
| 10Y | +182.3% | +468.1% | -285.8% | -27.7% |
| All | +1,890.5% | +857.8% | +1,032.7% | +211.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling