+1,570.9%
QQQ vs AXP
+1,248.4%
+322.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.6% |
| 7D | +0.4% | -2.1% | +2.5% | +1.2% |
| 30D | +0.2% | -6.5% | +6.8% | +3.0% |
| 3M | -2.8% | +4.6% | -7.5% | -4.9% |
| 6M | +18.0% | +5.4% | +12.6% | +14.9% |
| YTD | +17.3% | -11.1% | +28.4% | +21.9% |
| 1Y | +25.6% | -0.3% | +25.9% | +24.0% |
| 3Y | +93.7% | +111.6% | -17.8% | +38.1% |
| 5Y | +94.2% | +117.6% | -23.4% | +34.3% |
| 10Y | +557.9% | +474.1% | +83.7% | +180.5% |
| All | +1,570.9% | +1,248.4% | +322.5% | +267.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling