+2,504.1%
SNDK vs AXP
+5.5%
+2,498.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.6% | -2.6% | -3.0% |
| 7D | +16.2% | -2.1% | +18.4% | +18.0% |
| 30D | -36.8% | +2.7% | -39.4% | -37.7% |
| 3M | -30.3% | -7.3% | -23.0% | -26.8% |
| 6M | -35.4% | +1.8% | -37.2% | -37.6% |
| YTD | +294.9% | -13.1% | +308.0% | +326.9% |
| 1Y | +231.1% | -13.7% | +244.9% | +261.9% |
| All | +2,504.1% | +5.5% | +2,498.6% | +2,158.4% |
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 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