-50.6%
SQQQ vs SCHW
+17.7%
-68.3%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.6% |
| 7D | +1.8% | -1.9% | +3.7% | +1.4% |
| 30D | +4.2% | -1.6% | +5.8% | +3.9% |
| 3M | -3.3% | +21.3% | -24.5% | +1.9% |
| 6M | -43.6% | +16.5% | -60.1% | -41.3% |
| YTD | -41.9% | +8.4% | -50.3% | -41.4% |
| 1Y | -50.6% | +15.6% | -66.3% | -47.3% |
| All | -50.6% | +17.7% | -68.3% | -47.3% |
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