+6,610.0%
AXP vs SONY
+543.6%
+6,066.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.5% |
| 7D | -2.1% | -1.2% | -0.9% | -1.7% |
| 30D | -6.5% | +9.4% | -16.0% | -9.8% |
| 3M | +4.6% | +10.5% | -5.8% | +0.2% |
| 6M | +5.4% | +11.7% | -6.3% | 0.0% |
| YTD | -11.1% | -4.1% | -7.1% | -11.0% |
| 1Y | -0.3% | -11.8% | +11.5% | +2.7% |
| 3Y | +111.6% | +45.9% | +65.7% | +76.4% |
| 5Y | +117.6% | +16.3% | +101.3% | +95.3% |
| 10Y | +474.1% | +297.6% | +176.5% | +214.4% |
| All | +6,610.0% | +543.6% | +6,066.4% | +2,255.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling