+20,389.3%
TXN vs AXP
+6,658.5%
+13,730.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +2.3% |
| 7D | -0.1% | -2.1% | +2.0% | +0.8% |
| 30D | -6.9% | -6.5% | -0.4% | -4.4% |
| 3M | -14.9% | +4.6% | -19.6% | -16.8% |
| 6M | +29.0% | +5.4% | +23.6% | +25.2% |
| YTD | +51.5% | -11.1% | +62.6% | +57.1% |
| 1Y | +41.6% | -0.3% | +41.9% | +39.6% |
| 3Y | +65.8% | +111.6% | -45.8% | +18.5% |
| 5Y | +56.8% | +117.6% | -60.8% | +8.2% |
| 10Y | +387.5% | +474.1% | -86.7% | +111.5% |
| All | +20,389.3% | +6,658.5% | +13,730.9% | +2,397.5% |
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 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