+478.6%
SOXL vs SQQQ
-89.4%
+568.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.6% | +7.8% | +0.9% |
| 7D | +3.9% | +1.8% | +2.1% | +7.6% |
| 30D | -14.3% | +4.2% | -18.5% | -5.3% |
| 3M | -45.6% | -3.3% | -42.3% | -27.4% |
| 6M | +117.2% | -43.6% | +160.8% | +70.2% |
| YTD | +189.8% | -41.9% | +231.7% | +163.1% |
| 1Y | +317.7% | -50.6% | +368.4% | +255.3% |
| 3Y | +478.6% | -89.3% | +567.9% | +135.9% |
| All | +478.6% | -89.4% | +568.0% | +135.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling