-53.5%
SQQQ vs AXP
+1.4%
-55.0%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -1.2% |
| 7D | -0.9% | -2.1% | +1.2% | -2.3% |
| 30D | -0.3% | -6.5% | +6.3% | -4.7% |
| 3M | +2.7% | +4.6% | -1.9% | +7.2% |
| 6M | -43.8% | +5.4% | -49.3% | -40.4% |
| YTD | -42.9% | -11.1% | -31.8% | -44.6% |
| 1Y | -53.5% | -0.3% | -53.2% | -51.4% |
| All | -53.5% | +1.4% | -55.0% | -51.4% |
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