+16,011.1%
STX vs AXP
+1,329.1%
+14,682.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.1% | +7.5% | +6.9% |
| 7D | +2.4% | -2.1% | +4.5% | +3.4% |
| 30D | +1.4% | -6.5% | +7.9% | +4.6% |
| 3M | -8.2% | +4.6% | -12.9% | -10.7% |
| 6M | +127.0% | +5.4% | +121.6% | +119.5% |
| YTD | +209.1% | -11.1% | +220.3% | +222.2% |
| 1Y | +365.4% | -0.3% | +365.7% | +356.1% |
| 3Y | +1,135.4% | +111.6% | +1,023.8% | +725.1% |
| 5Y | +991.5% | +117.6% | +873.9% | +603.6% |
| 10Y | +3,695.8% | +474.1% | +3,221.7% | +1,286.5% |
| All | +16,011.1% | +1,329.1% | +14,682.0% | +2,886.4% |
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