-94.7%
SQQQ vs AXP
+117.7%
-212.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.3% |
| 7D | -4.2% | +0.6% | -4.7% | -3.4% |
| 30D | +2.4% | -4.3% | +6.8% | -3.4% |
| 3M | -5.7% | +4.7% | -10.4% | +1.9% |
| 6M | -46.6% | +9.0% | -55.6% | -38.2% |
| YTD | -42.7% | -11.1% | -31.6% | -49.6% |
| 1Y | -52.6% | +1.3% | -53.9% | -49.0% |
| 3Y | -89.8% | +114.5% | -204.3% | -56.7% |
| 5Y | -94.7% | +118.0% | -212.7% | -65.6% |
| All | -94.7% | +117.7% | -212.4% | -65.6% |
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