+379.9%
CSCO vs SQQQ
-100.0%
+479.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.6% | +6.9% | +3.7% |
| 7D | +2.7% | +1.8% | +0.9% | +3.2% |
| 30D | -9.5% | +4.2% | -13.6% | -8.5% |
| 3M | -7.6% | -3.3% | -4.3% | -6.9% |
| 6M | +44.9% | -43.6% | +88.5% | +30.4% |
| YTD | +47.7% | -41.9% | +89.6% | +35.0% |
| 1Y | +69.1% | -50.6% | +119.7% | +50.0% |
| 3Y | +113.5% | -89.3% | +202.8% | +45.2% |
| 5Y | +122.8% | -94.8% | +217.6% | +51.7% |
| All | +379.9% | -100.0% | +479.9% | +13.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling