+357.4%
SOXL vs AXP
+1.4%
+355.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.1% | +11.0% | +10.7% |
| 7D | +5.3% | -2.1% | +7.4% | +7.0% |
| 30D | -11.2% | -6.5% | -4.7% | -6.6% |
| 3M | -55.4% | +4.6% | -60.0% | -57.4% |
| 6M | +107.1% | +5.4% | +101.7% | +94.6% |
| YTD | +179.0% | -11.1% | +190.2% | +200.8% |
| 1Y | +357.4% | -0.3% | +357.7% | +368.0% |
| All | +357.4% | +1.4% | +355.9% | +368.0% |
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