+2,480.3%
TQQQ vs AXP
+428.9%
+2,051.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.1% | +7.0% | +7.0% |
| 7D | -2.9% | -2.9% | 0.0% | +1.0% |
| 30D | -24.1% | +3.7% | -27.8% | -27.1% |
| 3M | -17.1% | -4.9% | -12.2% | -12.4% |
| 6M | -21.1% | +4.1% | -25.2% | -25.7% |
| YTD | +15.3% | -11.7% | +27.0% | +30.0% |
| 1Y | +8.9% | -11.7% | +20.7% | +22.7% |
| 3Y | +206.3% | +116.5% | +89.8% | +24.5% |
| 5Y | +58.5% | +89.5% | -31.0% | -16.8% |
| 10Y | +2,480.3% | +424.9% | +2,055.4% | +479.6% |
| All | +2,480.3% | +428.9% | +2,051.4% | +479.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling