+26,157.2%
ORCL vs AXP
+6,813.0%
+19,344.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.2% | -4.1% | -2.8% |
| 7D | -14.4% | +4.6% | -19.0% | -16.1% |
| 30D | -12.8% | +9.7% | -22.6% | -16.3% |
| 3M | -14.8% | -3.8% | -11.0% | -13.7% |
| 6M | -30.9% | +4.8% | -35.7% | -32.5% |
| YTD | -35.7% | -9.1% | -26.6% | -33.5% |
| 1Y | -49.5% | -6.7% | -42.8% | -48.5% |
| 3Y | +18.6% | +125.2% | -106.6% | -17.3% |
| 5Y | +38.4% | +105.0% | -66.5% | -2.5% |
| 10Y | +275.2% | +481.5% | -206.3% | +57.9% |
| All | +26,157.2% | +6,813.0% | +19,344.2% | +2,613.4% |
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