-10.0%
PLTR vs AXP
-6.4%
-3.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.2% | -4.3% | -3.0% |
| 7D | -12.8% | +4.6% | -17.4% | -14.4% |
| 30D | -9.3% | +9.7% | -19.1% | -12.9% |
| 3M | +5.6% | -3.8% | +9.3% | +7.4% |
| 6M | +17.6% | +4.8% | +12.8% | +15.1% |
| YTD | -3.4% | -9.1% | +5.7% | -1.7% |
| 1Y | -10.0% | -6.7% | -3.3% | -9.5% |
| All | -10.0% | -6.4% | -3.6% | -9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling