+93.1%
ORCL vs SQQQ
-94.6%
+187.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.3% |
| 7D | +10.9% | -2.7% | +13.6% | +10.0% |
| 30D | +7.0% | +2.4% | +4.6% | +8.3% |
| 3M | -21.2% | -8.0% | -13.2% | -21.0% |
| 6M | +7.4% | -43.9% | +51.3% | -4.4% |
| YTD | -16.3% | -42.2% | +25.9% | -24.0% |
| 1Y | -32.3% | -51.8% | +19.5% | -40.6% |
| 3Y | +32.6% | -89.7% | +122.3% | -8.4% |
| 5Y | +93.1% | -94.7% | +187.8% | +39.5% |
| All | +93.1% | -94.6% | +187.7% | +39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling