+0.3%
AXP vs SOXQ
+105.6%
-105.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.4% |
| 7D | -2.5% | +5.2% | -7.7% | -2.9% |
| 30D | -5.0% | -0.5% | -4.5% | -5.0% |
| 3M | +1.4% | -5.6% | +7.0% | +0.9% |
| 6M | +6.0% | +53.0% | -47.0% | -4.7% |
| YTD | -12.3% | +68.8% | -81.1% | -22.6% |
| 1Y | +0.3% | +105.7% | -105.5% | -14.3% |
| All | +0.3% | +105.6% | -105.3% | -14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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