+65.0%
UBER vs AXP
+202.8%
-137.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.5% |
| 7D | +5.1% | +0.6% | +4.5% | +4.8% |
| 30D | +0.2% | +5.8% | -5.6% | -3.1% |
| 3M | -2.7% | -6.0% | +3.4% | +0.8% |
| 6M | -13.4% | +0.3% | -13.7% | -13.9% |
| YTD | -16.1% | -12.3% | -3.8% | -10.3% |
| 1Y | -25.5% | -11.2% | -14.3% | -21.3% |
| 3Y | +42.5% | +117.0% | -74.5% | -17.2% |
| 5Y | +45.3% | +93.2% | -47.8% | -10.2% |
| All | +65.0% | +202.8% | -137.8% | -29.1% |
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