-50.6%
SQQQ vs XLE
+52.0%
-102.6%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.9% | -2.8% |
| 7D | +1.8% | +1.7% | +0.1% | +0.8% |
| 30D | +4.2% | +6.7% | -2.6% | +0.3% |
| 3M | -3.3% | +14.9% | -18.1% | -11.0% |
| 6M | -43.6% | +15.9% | -59.5% | -46.6% |
| YTD | -41.9% | +47.7% | -89.6% | -43.1% |
| 1Y | -50.6% | +50.7% | -101.4% | -50.1% |
| All | -50.6% | +52.0% | -102.6% | -50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 XLE 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