+304.9%
SOXL vs AXP
+0.4%
+304.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.3% | -7.7% | -7.8% |
| 7D | +8.5% | -2.8% | +11.2% | +10.7% |
| 30D | -13.0% | -5.9% | -7.1% | -9.0% |
| 3M | -35.9% | +2.6% | -38.6% | -38.1% |
| 6M | +112.1% | +6.4% | +105.6% | +96.6% |
| YTD | +175.4% | -12.6% | +188.0% | +201.3% |
| 1Y | +304.9% | +0.2% | +304.6% | +311.9% |
| All | +304.9% | +0.4% | +304.5% | +311.9% |
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