-96.2%
SQQQ vs SOXQ
+286.7%
-382.9%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.8% | -4.4% | +0.2% |
| 7D | +1.8% | +0.8% | +1.0% | +3.2% |
| 30D | +4.2% | -4.6% | +8.7% | -2.4% |
| 3M | -3.3% | -10.2% | +6.9% | -10.2% |
| 6M | -43.6% | +49.7% | -93.3% | +32.7% |
| YTD | -41.9% | +67.2% | -109.1% | +69.4% |
| 1Y | -50.6% | +98.0% | -148.6% | +103.1% |
| 3Y | -89.3% | +237.2% | -326.5% | +101.7% |
| 5Y | -94.8% | +261.3% | -356.1% | +133.6% |
| All | -96.2% | +286.7% | -382.9% | +82.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling