+6,592.6%
AXP vs SONY
+609.1%
+5,983.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | -1.1% | +6.1% | -7.2% | -3.4% |
| 30D | +5.2% | +12.2% | -7.0% | +0.6% |
| 3M | -4.6% | +15.3% | -19.9% | -9.9% |
| 6M | +3.2% | +34.3% | -31.1% | -8.7% |
| YTD | -11.3% | +5.7% | -17.1% | -14.6% |
| 1Y | -11.0% | -2.3% | -8.7% | -11.8% |
| 3Y | +120.2% | +67.1% | +53.0% | +74.2% |
| 5Y | +91.7% | +13.0% | +78.7% | +73.9% |
| 10Y | +440.3% | +372.1% | +68.3% | +177.3% |
| All | +6,592.6% | +609.1% | +5,983.5% | +2,159.6% |
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