+24.7%
QQQ vs AXP
+0.9%
+23.8%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.5% | +0.6% | +0.9% | +1.4% |
| 30D | -0.6% | -4.3% | +3.7% | +0.3% |
| 3M | +0.4% | +4.7% | -4.3% | -0.7% |
| 6M | +20.1% | +9.0% | +11.1% | +17.5% |
| YTD | +17.2% | -11.1% | +28.3% | +19.1% |
| 1Y | +24.7% | +1.3% | +23.4% | +23.7% |
| All | +24.7% | +0.9% | +23.8% | +23.7% |
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