+464.9%
AXP vs SONY
+271.8%
+193.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.2% | +4.2% | +1.7% |
| 7D | +0.6% | -5.2% | +5.7% | +2.7% |
| 30D | -4.3% | +0.3% | -4.6% | -4.6% |
| 3M | +4.7% | +6.2% | -1.5% | +1.4% |
| 6M | +9.0% | +9.5% | -0.6% | +3.7% |
| YTD | -11.1% | -8.1% | -3.0% | -9.3% |
| 1Y | +1.3% | -17.9% | +19.2% | +8.2% |
| 3Y | +114.5% | +41.5% | +73.0% | +76.4% |
| 5Y | +118.0% | +11.8% | +106.2% | +94.9% |
| 10Y | +464.9% | +275.4% | +189.5% | +233.8% |
| All | +464.9% | +271.8% | +193.1% | +233.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 10y: compounded portfolio wealth divided by compounded SONY 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…
10y analysis · Full analysis span regression · 6 months rolling