-93.2%
SQQQ vs AXP
+89.0%
-182.2%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.4% |
| 7D | +1.9% | -0.6% | +2.5% | +1.7% |
| 30D | +32.2% | +5.0% | +27.2% | +42.1% |
| 3M | +17.1% | -4.2% | +21.3% | +11.0% |
| 6M | +5.4% | +2.9% | +2.5% | +11.9% |
| YTD | -33.9% | -11.6% | -22.4% | -42.3% |
| 1Y | -31.3% | -11.1% | -20.2% | -39.0% |
| 3Y | -87.6% | +116.7% | -204.4% | -43.9% |
| All | -93.2% | +89.0% | -182.2% | -62.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling