-89.3%
SQQQ vs SOXQ
+232.9%
-322.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.8% | -4.4% | -0.2% |
| 7D | +1.8% | +0.8% | +1.0% | +3.0% |
| 30D | +4.2% | -4.6% | +8.7% | -1.5% |
| 3M | -3.3% | -10.2% | +6.9% | -8.4% |
| 6M | -43.6% | +49.7% | -93.3% | +23.0% |
| YTD | -41.9% | +67.2% | -109.1% | +53.9% |
| 1Y | -50.6% | +98.0% | -148.6% | +78.8% |
| 3Y | -89.3% | +237.2% | -326.5% | +59.9% |
| All | -89.3% | +232.9% | -322.2% | +59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 3y: compounded portfolio wealth divided by compounded SOXQ 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…
3y analysis · Full analysis span regression · 6 months rolling