+3,054.7%
TQQQ vs AXP
+461.7%
+2,593.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | +0.7% |
| 7D | +2.8% | -2.5% | +5.3% | +5.8% |
| 30D | -3.0% | -5.0% | +2.0% | +2.8% |
| 3M | -2.7% | +1.4% | -4.1% | -4.7% |
| 6M | +45.4% | +6.0% | +39.4% | +34.6% |
| YTD | +36.3% | -12.3% | +48.6% | +55.1% |
| 1Y | +53.4% | +0.3% | +53.1% | +47.4% |
| 3Y | +265.6% | +111.7% | +153.9% | +55.3% |
| 5Y | +101.7% | +114.5% | -12.8% | -6.7% |
| 10Y | +3,054.7% | +467.1% | +2,587.6% | +654.6% |
| All | +3,054.7% | +461.7% | +2,593.0% | +654.6% |
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