-11.1%
AXP vs SOXQ
+40.3%
-51.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -0.6% | -5.7% | +5.1% | -0.3% |
| 30D | +5.0% | -20.5% | +25.4% | +6.5% |
| 3M | -4.2% | -16.6% | +12.4% | -3.3% |
| 6M | +2.9% | -15.0% | +17.9% | +1.5% |
| YTD | -11.6% | +41.5% | -53.1% | -23.1% |
| 1Y | -11.1% | +40.2% | -51.3% | -22.6% |
| All | -11.1% | +40.3% | -51.4% | -22.6% |
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