+3,343.4%
STX vs SQQQ
-100.0%
+3,443.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.6% | -1.1% | -4.6% |
| 7D | -2.3% | +1.8% | -4.1% | -1.6% |
| 30D | -5.5% | +4.2% | -9.6% | -3.7% |
| 3M | -4.3% | -3.3% | -1.0% | -1.7% |
| 6M | +115.6% | -43.6% | +159.3% | +93.2% |
| YTD | +202.2% | -41.9% | +244.1% | +177.6% |
| 1Y | +325.3% | -50.6% | +375.9% | +280.1% |
| 3Y | +1,283.9% | -89.3% | +1,373.2% | +818.9% |
| 5Y | +1,048.3% | -94.8% | +1,143.1% | +676.8% |
| All | +3,343.4% | -100.0% | +3,443.4% | +551.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SQQQ.
Daily Out/Under-Performance
Portfolio return minus SQQQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SQQQ 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 SQQQ 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