+506.1%
SPCX vs AXP
+43.5%
+462.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | -0.3% |
| 7D | +1.3% | -0.6% | +1.9% | -2.3% |
| 30D | -12.0% | +5.0% | -16.9% | +2.9% |
| 3M | +3.1% | -4.2% | +7.4% | -20.6% |
| 6M | +457.1% | -11.2% | +468.4% | +328.9% |
| YTD | +457.1% | -11.2% | +468.4% | +328.9% |
| 1Y | +457.1% | -11.2% | +468.4% | +328.9% |
| All | +506.1% | +43.5% | +462.6% | +365.4% |
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 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