+2,876.9%
TQQQ vs STX
+3,412.6%
-535.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.7% | +6.3% | +5.5% |
| 7D | -1.9% | -2.3% | +0.3% | -0.6% |
| 30D | -4.9% | -5.5% | +0.6% | -2.5% |
| 3M | -6.4% | -4.3% | -2.1% | -9.3% |
| 6M | +44.4% | +115.6% | -71.2% | -31.3% |
| YTD | +35.2% | +202.2% | -167.0% | -56.3% |
| 1Y | +49.5% | +325.3% | -275.8% | -67.6% |
| 3Y | +250.7% | +1,283.9% | -1,033.2% | -76.2% |
| 5Y | +104.7% | +1,048.3% | -943.6% | -82.4% |
| All | +2,876.9% | +3,412.6% | -535.7% | +20.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling