+11.0%
SNOW vs AXP
-11.2%
+22.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +2.0% | +1.9% |
| 7D | +3.7% | -2.9% | +6.5% | +5.2% |
| 30D | -16.4% | +3.7% | -20.1% | -18.1% |
| 3M | -9.9% | -4.9% | -5.0% | -7.6% |
| 6M | +98.8% | +4.1% | +94.8% | +91.7% |
| YTD | +37.3% | -11.7% | +49.0% | +41.6% |
| 1Y | +11.0% | -11.7% | +22.8% | +14.6% |
| All | +11.0% | -11.2% | +22.2% | +14.6% |
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