+270.3%
ORCL vs SQQQ
-100.0%
+370.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.7% | -5.1% | -0.3% |
| 7D | +8.0% | -11.0% | +19.0% | +4.9% |
| 30D | -4.0% | +17.9% | -21.9% | +2.8% |
| 3M | -19.5% | +19.5% | -39.0% | -12.6% |
| 6M | -33.5% | +4.2% | -37.7% | -28.1% |
| YTD | -34.8% | -35.6% | +0.8% | -36.7% |
| 1Y | -41.6% | -37.7% | -3.9% | -43.3% |
| 3Y | +13.8% | -88.0% | +101.8% | -15.4% |
| 5Y | +43.4% | -93.1% | +136.5% | +12.7% |
| All | +270.3% | -100.0% | +370.2% | +2.4% |
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