-100.0%
SQQQ vs XEL
+151.6%
-251.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.7% | -2.5% |
| 7D | +1.8% | -0.3% | +2.1% | +1.6% |
| 30D | +4.2% | -3.9% | +8.1% | +0.7% |
| 3M | -3.3% | -2.8% | -0.5% | -5.8% |
| 6M | -43.6% | -5.4% | -38.3% | -46.5% |
| YTD | -41.9% | +3.8% | -45.6% | -40.1% |
| 1Y | -50.6% | +6.8% | -57.5% | -47.7% |
| 3Y | -89.3% | +45.6% | -134.9% | -84.5% |
| 5Y | -94.8% | +30.7% | -125.5% | -92.6% |
| All | -100.0% | +151.6% | -251.5% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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