-89.3%
SQQQ vs CART
+40.2%
-129.4%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.7% | -7.6% | -6.7% |
| 7D | -2.4% | -0.6% | -1.8% | -2.4% |
| 30D | +20.6% | +23.1% | -2.5% | +29.1% |
| 3M | +7.8% | +19.2% | -11.4% | +14.6% |
| 6M | -1.0% | +45.7% | -46.7% | +13.3% |
| YTD | -38.5% | +30.9% | -69.4% | -31.6% |
| 1Y | -36.6% | +50.2% | -86.8% | -25.5% |
| 3Y | -88.5% | +133.5% | -222.0% | -83.2% |
| All | -89.3% | +40.2% | -129.4% | -84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 CART 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