-100.0%
SQQQ vs RTX
+286.0%
-386.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.4% | -2.8% |
| 7D | +1.8% | -1.5% | +3.4% | +0.3% |
| 30D | +4.2% | -11.0% | +15.1% | -6.8% |
| 3M | -3.3% | +7.7% | -10.9% | +2.9% |
| 6M | -43.6% | -3.9% | -39.7% | -46.0% |
| YTD | -41.9% | +9.0% | -50.8% | -36.6% |
| 1Y | -50.6% | +27.3% | -77.9% | -36.2% |
| 3Y | -89.3% | +172.9% | -262.2% | -66.3% |
| 5Y | -94.8% | +165.2% | -260.0% | -81.4% |
| All | -100.0% | +286.0% | -386.0% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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