+4,733.3%
SNDK vs AXP
+7.8%
+4,725.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.1% | +13.0% | +12.7% |
| 7D | +17.2% | -2.1% | +19.3% | +18.8% |
| 30D | +28.8% | -6.5% | +35.4% | +35.0% |
| 3M | -1.1% | +4.6% | -5.8% | -5.8% |
| 6M | +190.5% | +5.4% | +185.0% | +174.2% |
| YTD | +633.0% | -11.1% | +644.1% | +681.1% |
| 1Y | +2,684.0% | -0.3% | +2,684.3% | +2,507.7% |
| All | +4,733.3% | +7.8% | +4,725.5% | +4,032.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling