+5,395.8%
AAPL vs SQQQ
-100.0%
+5,495.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.3% | +0.3% | +4.7% |
| 7D | -0.5% | +4.1% | -4.6% | +0.8% |
| 30D | +7.1% | +4.6% | +2.5% | +8.8% |
| 3M | +12.1% | -10.4% | +22.5% | +9.1% |
| 6M | +25.4% | -42.1% | +67.5% | +6.7% |
| YTD | +20.5% | -40.3% | +60.8% | +4.4% |
| 1Y | +44.5% | -50.2% | +94.7% | +19.1% |
| 3Y | +85.8% | -89.4% | +175.2% | +4.8% |
| 5Y | +124.8% | -94.7% | +219.4% | +32.1% |
| 10Y | +1,284.7% | -100.0% | +1,384.7% | +127.2% |
| All | +5,395.8% | -100.0% | +5,495.8% | +180.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SQQQ.
Daily Out/Under-Performance
Portfolio return minus SQQQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SQQQ 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 SQQQ 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