-89.0%
SQQQ vs KO
+64.3%
-153.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.3% | +2.9% | +3.1% |
| 7D | +4.1% | -1.1% | +5.2% | +4.5% |
| 30D | +4.6% | +1.6% | +3.1% | +4.0% |
| 3M | -10.4% | +5.8% | -16.2% | -12.3% |
| 6M | -42.1% | +14.3% | -56.4% | -44.3% |
| YTD | -40.3% | +27.3% | -67.7% | -43.6% |
| 1Y | -50.2% | +33.2% | -83.4% | -53.1% |
| All | -89.0% | +64.3% | -153.3% | -89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KO.
Daily Out/Under-Performance
Portfolio return minus KO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KO 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 KO 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