+336.5%
ORCL vs SQQQ
-100.0%
+436.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +3.3% | -8.6% | -4.5% |
| 7D | -0.7% | +4.1% | -4.8% | +0.5% |
| 30D | +5.1% | +4.6% | +0.5% | +6.9% |
| 3M | -23.7% | -10.4% | -13.3% | -24.1% |
| 6M | +3.1% | -42.1% | +45.2% | -6.4% |
| YTD | -20.8% | -40.3% | +19.6% | -26.8% |
| 1Y | -52.9% | -50.2% | -2.7% | -57.8% |
| 3Y | +25.4% | -89.4% | +114.8% | -11.3% |
| 5Y | +82.4% | -94.7% | +177.1% | +31.3% |
| All | +336.5% | -100.0% | +436.5% | +20.4% |
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