+452.5%
SPCX vs AXP
-11.2%
+463.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.0% | +4.8% | -1.4% |
| 7D | +4.2% | -1.1% | +5.3% | +9.0% |
| 30D | -12.6% | +5.2% | -17.8% | -49.1% |
| 3M | +6.7% | -4.6% | +11.3% | +13.0% |
| 6M | +546.4% | +6.7% | +539.7% | +119.3% |
| YTD | +552.1% | -11.3% | +563.5% | +123.1% |
| All | +452.5% | -11.2% | +463.7% | +89.4% |
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 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