-11.1%
AXP vs SOXQ
+45.6%
-56.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.5% | +4.3% | +1.0% |
| 7D | -0.1% | +8.2% | -8.3% | -0.7% |
| 30D | +4.4% | -13.2% | +17.6% | +5.3% |
| 3M | -6.4% | -18.5% | +12.1% | -5.3% |
| 6M | +4.2% | -15.4% | +19.6% | +2.9% |
| YTD | -12.4% | +43.6% | -55.9% | -23.7% |
| 1Y | -11.1% | +49.2% | -60.4% | -23.3% |
| All | -11.1% | +45.6% | -56.7% | -23.3% |
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