+35,102.5%
TQQQ vs AXP
+988.4%
+34,114.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +1.8% |
| 7D | +0.7% | -2.1% | +2.8% | +3.4% |
| 30D | -0.6% | -6.5% | +5.9% | +7.7% |
| 3M | -14.9% | +4.6% | -19.5% | -20.0% |
| 6M | +44.6% | +5.4% | +39.1% | +34.1% |
| YTD | +37.8% | -11.1% | +48.9% | +55.1% |
| 1Y | +59.2% | -0.3% | +59.5% | +53.4% |
| 3Y | +254.1% | +111.6% | +142.5% | +41.5% |
| 5Y | +100.6% | +117.6% | -17.0% | -14.9% |
| 10Y | +2,857.5% | +474.1% | +2,383.4% | +247.3% |
| All | +35,102.5% | +988.4% | +34,114.2% | +1,935.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling