+178.4%
WMT vs AXP
+86.8%
+91.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.4% |
| 7D | +2.0% | -0.1% | +2.2% | +2.1% |
| 30D | +10.3% | +4.4% | +5.8% | +9.5% |
| 3M | +11.0% | -6.4% | +17.4% | +12.1% |
| 6M | -2.3% | +4.2% | -6.5% | -3.1% |
| YTD | +15.7% | -12.4% | +28.1% | +17.6% |
| 1Y | +26.0% | -11.1% | +37.1% | +27.7% |
| 3Y | +136.5% | +114.9% | +21.6% | +105.3% |
| All | +178.4% | +86.8% | +91.7% | +143.3% |
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