+71.3%
XBI vs AXP
+2.1%
+69.2%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -0.9% | +0.6% | -1.5% | -1.1% |
| 30D | +2.9% | -4.3% | +7.2% | +4.1% |
| 3M | +26.2% | +4.7% | +21.5% | +24.2% |
| 6M | +30.7% | +9.0% | +21.7% | +27.8% |
| YTD | +32.9% | -11.1% | +44.1% | +33.7% |
| All | +71.3% | +2.1% | +69.2% | +70.6% |
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