-51.8%
SQQQ vs AXP
+0.8%
-52.5%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | 0.0% |
| 7D | -2.7% | -2.5% | -0.2% | -4.4% |
| 30D | +2.4% | -5.0% | +7.4% | -1.1% |
| 3M | -8.0% | +1.4% | -9.3% | -6.0% |
| 6M | -43.9% | +6.0% | -49.9% | -40.4% |
| YTD | -42.2% | -12.3% | -29.9% | -44.4% |
| 1Y | -51.8% | +0.3% | -52.1% | -49.7% |
| All | -51.8% | +0.8% | -52.5% | -49.7% |
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