+118.0%
AXP vs SOXQ
+265.0%
-146.9%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.5% |
| 7D | +0.6% | +5.3% | -4.7% | -1.3% |
| 30D | -4.3% | -3.7% | -0.6% | -3.3% |
| 3M | +4.7% | -7.8% | +12.5% | +5.7% |
| 6M | +9.0% | +58.4% | -49.4% | -13.6% |
| YTD | -11.1% | +68.1% | -79.3% | -31.7% |
| 1Y | +1.3% | +105.4% | -104.1% | -29.3% |
| 3Y | +114.5% | +239.2% | -124.7% | +12.6% |
| 5Y | +118.0% | +266.9% | -148.9% | +6.6% |
| All | +118.0% | +265.0% | -146.9% | +6.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling