+2,684.0%
SNDK vs AXP
+1.4%
+2,682.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.1% | +13.0% | +12.1% |
| 7D | +17.2% | -2.1% | +19.3% | +17.7% |
| 30D | +28.8% | -6.5% | +35.4% | +30.9% |
| 3M | -1.1% | +4.6% | -5.8% | -2.8% |
| 6M | +190.5% | +5.4% | +185.0% | +186.2% |
| YTD | +633.0% | -11.1% | +644.1% | +639.1% |
| 1Y | +2,684.0% | -0.3% | +2,684.3% | +2,714.5% |
| All | +2,684.0% | +1.4% | +2,682.6% | +2,714.5% |
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