+368.8%
SNXX vs AXP
-10.1%
+378.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.2% | -8.3% | -7.3% |
| 7D | -12.0% | -0.5% | -11.6% | -12.0% |
| 30D | +37.9% | -5.6% | +43.6% | +39.7% |
| 3M | -52.7% | +2.2% | -54.9% | -53.5% |
| 6M | +194.8% | +6.7% | +188.0% | +195.6% |
| All | +368.8% | -10.1% | +378.9% | +279.5% |
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