-24.1%
UBER vs AXP
-12.6%
-11.4%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.5% |
| 7D | +1.6% | -0.1% | +1.7% | +1.7% |
| 30D | +0.6% | +4.4% | -3.9% | -1.1% |
| 3M | -8.2% | -6.4% | -1.7% | -5.9% |
| 6M | -6.7% | +4.2% | -10.9% | -8.3% |
| YTD | -14.7% | -12.4% | -2.3% | -13.3% |
| 1Y | -24.1% | -11.1% | -13.0% | -22.5% |
| All | -24.1% | -12.6% | -11.4% | -22.5% |
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