-100.0%
SQQQ vs PSX
+386.4%
-486.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.0% | -2.3% |
| 7D | +1.8% | +1.7% | +0.1% | +2.9% |
| 30D | +4.2% | +15.6% | -11.5% | +14.2% |
| 3M | -3.3% | +46.5% | -49.7% | +23.1% |
| 6M | -43.6% | +55.0% | -98.7% | -26.1% |
| YTD | -41.9% | +105.3% | -147.2% | -7.4% |
| 1Y | -50.6% | +101.6% | -152.2% | -21.9% |
| 3Y | -89.3% | +134.1% | -223.4% | -78.2% |
| 5Y | -94.8% | +368.7% | -463.5% | -80.4% |
| All | -100.0% | +386.4% | -486.4% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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