-94.7%
SQQQ vs KO
+82.7%
-177.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.3% | +2.9% | +3.4% |
| 7D | +4.1% | -1.1% | +5.2% | +3.5% |
| 30D | +4.6% | +1.6% | +3.1% | +5.5% |
| 3M | -10.4% | +5.8% | -16.2% | -8.4% |
| 6M | -42.1% | +14.3% | -56.4% | -37.6% |
| YTD | -40.3% | +27.3% | -67.7% | -29.7% |
| 1Y | -50.2% | +33.2% | -83.4% | -39.1% |
| 3Y | -89.4% | +64.5% | -153.9% | -82.2% |
| All | -94.7% | +82.7% | -177.4% | -88.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling