+1,092.5%
STX vs SQQQ
-94.6%
+1,187.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.3% | -5.9% | -1.4% |
| 7D | +8.0% | +4.1% | +3.9% | +9.7% |
| 30D | +5.1% | +4.6% | +0.5% | +7.5% |
| 3M | +5.8% | -10.4% | +16.2% | +6.4% |
| 6M | +124.9% | -42.1% | +167.1% | +101.5% |
| YTD | +213.9% | -40.3% | +254.2% | +188.6% |
| 1Y | +350.4% | -50.2% | +400.6% | +300.2% |
| 3Y | +1,314.2% | -89.4% | +1,403.6% | +817.0% |
| All | +1,092.5% | -94.6% | +1,187.1% | +672.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling