+1,924.8%
SOXL vs AXP
+453.0%
+1,471.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +1.0% | +21.2% | +20.6% |
| 7D | -17.6% | -1.1% | -16.4% | -14.7% |
| 30D | -59.8% | +5.2% | -65.0% | -62.6% |
| 3M | -59.9% | -4.6% | -55.3% | -57.3% |
| 6M | -68.2% | +3.2% | -71.4% | -71.1% |
| YTD | +33.8% | -11.3% | +45.2% | +52.5% |
| 1Y | +34.7% | -11.0% | +45.7% | +53.3% |
| 3Y | +211.0% | +120.2% | +90.9% | -1.1% |
| 5Y | -8.6% | +91.7% | -100.3% | -55.7% |
| 10Y | +1,924.8% | +440.3% | +1,484.5% | +276.1% |
| All | +1,924.8% | +453.0% | +1,471.8% | +276.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling