+5,399.0%
SOXL vs AXP
+461.7%
+4,937.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.3% | +3.4% | +4.2% |
| 7D | +18.4% | -2.5% | +20.8% | +22.8% |
| 30D | -3.2% | -5.0% | +1.9% | +4.1% |
| 3M | -37.6% | +1.4% | -38.9% | -40.1% |
| 6M | +136.1% | +6.0% | +130.1% | +106.7% |
| YTD | +199.5% | -12.3% | +211.8% | +248.5% |
| 1Y | +363.2% | +0.3% | +363.0% | +330.1% |
| 3Y | +496.5% | +111.7% | +384.8% | +105.7% |
| 5Y | +184.8% | +114.5% | +70.3% | +18.1% |
| 10Y | +5,399.0% | +467.1% | +4,931.9% | +962.8% |
| All | +5,399.0% | +461.7% | +4,937.3% | +962.8% |
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