+432.9%
SNXX vs AXP
-9.7%
+442.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.1% | +24.5% | +23.6% |
| 7D | +34.9% | -2.1% | +37.0% | +35.5% |
| 30D | +52.5% | -6.5% | +59.1% | +55.4% |
| 3M | -41.3% | +4.6% | -46.0% | -42.7% |
| 6M | +293.8% | +5.4% | +288.3% | +285.9% |
| All | +432.9% | -9.7% | +442.6% | +331.0% |
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