+768.3%
ORCL vs SQQQ
-100.0%
+868.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.3% | +2.0% | +2.5% |
| 7D | +15.0% | -4.2% | +19.2% | +13.7% |
| 30D | +10.5% | +2.4% | +8.1% | +11.8% |
| 3M | -23.0% | -5.7% | -17.3% | -22.2% |
| 6M | +7.0% | -46.6% | +53.6% | -5.8% |
| YTD | -15.8% | -42.7% | +26.9% | -23.6% |
| 1Y | -31.1% | -52.6% | +21.5% | -39.7% |
| 3Y | +33.3% | -89.8% | +123.1% | -10.4% |
| 5Y | +94.3% | -94.7% | +189.0% | +33.9% |
| 10Y | +363.4% | -100.0% | +463.3% | -0.8% |
| All | +768.3% | -100.0% | +868.3% | -40.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling