+12.9%
TQQQ vs STX
+119.7%
-106.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -8.1% | +10.9% | +6.5% |
| 7D | -14.0% | -20.2% | +6.2% | -4.8% |
| 30D | -25.1% | -37.2% | +12.1% | -8.2% |
| 3M | -16.7% | -34.1% | +17.4% | -1.9% |
| 6M | -3.7% | -24.5% | +20.8% | +7.0% |
| YTD | +18.8% | +102.9% | -84.2% | -15.4% |
| 1Y | +12.9% | +123.8% | -110.9% | -24.8% |
| All | +12.9% | +119.7% | -106.8% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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