+2,402.0%
SNDK vs AXP
+0.8%
+2,401.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +1.8% |
| 7D | +13.6% | -2.5% | +16.0% | +14.2% |
| 30D | +42.5% | -5.0% | +47.5% | +44.1% |
| 3M | +7.1% | +1.4% | +5.8% | +6.0% |
| 6M | +199.7% | +6.0% | +193.7% | +194.5% |
| YTD | +643.2% | -12.3% | +655.5% | +653.5% |
| 1Y | +2,402.0% | +0.3% | +2,401.7% | +2,363.4% |
| All | +2,402.0% | +0.8% | +2,401.3% | +2,363.4% |
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