-53.5%
SQQQ vs SCHW
+14.3%
-67.8%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.6% |
| 7D | -0.9% | -0.8% | -0.1% | -1.0% |
| 30D | -0.3% | +1.5% | -1.8% | +0.1% |
| 3M | +2.7% | +24.6% | -21.8% | +8.6% |
| 6M | -43.8% | +14.5% | -58.4% | -42.7% |
| YTD | -42.9% | +10.5% | -53.4% | -42.4% |
| 1Y | -53.5% | +13.4% | -66.9% | -51.2% |
| All | -53.5% | +14.3% | -67.8% | -51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 1y: compounded portfolio wealth divided by compounded SCHW 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…
1y analysis · Full analysis span regression · 6 months rolling