+433.2%
SNDK vs AXP
-6.4%
+439.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +2.2% | -10.1% | -8.2% |
| 7D | -26.2% | +4.6% | -30.8% | -26.6% |
| 30D | -39.1% | +9.7% | -48.9% | -40.0% |
| 3M | -27.3% | -3.8% | -23.6% | -26.3% |
| 6M | -17.4% | +4.8% | -22.2% | -18.4% |
| YTD | +337.0% | -9.1% | +346.1% | +337.6% |
| 1Y | +433.2% | -6.7% | +439.9% | +426.0% |
| All | +433.2% | -6.4% | +439.6% | +426.0% |
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