-94.8%
SQQQ vs JCI
+111.7%
-206.5%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.2% | -4.8% | +0.5% |
| 7D | +1.8% | +0.7% | +1.1% | +3.0% |
| 30D | +4.2% | -4.4% | +8.6% | -1.9% |
| 3M | -3.3% | +1.7% | -4.9% | +2.4% |
| 6M | -43.6% | +8.8% | -52.4% | -32.2% |
| YTD | -41.9% | +22.6% | -64.5% | -17.3% |
| 1Y | -50.6% | +36.2% | -86.8% | -16.6% |
| 3Y | -89.3% | +168.0% | -257.3% | -35.6% |
| All | -94.8% | +111.7% | -206.5% | -66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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