-28.0%
ORCL vs SQQQ
-54.7%
+26.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +2.9% |
| 7D | +5.3% | -0.9% | +6.2% | +5.0% |
| 30D | +10.0% | -0.3% | +10.3% | +10.6% |
| 3M | -32.6% | +2.7% | -35.3% | -27.9% |
| 6M | +4.9% | -43.8% | +48.8% | -12.9% |
| YTD | -17.8% | -42.9% | +25.2% | -30.2% |
| 1Y | -28.0% | -53.5% | +25.5% | -40.1% |
| All | -28.0% | -54.7% | +26.7% | -40.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling