+49.5%
TQQQ vs STX
+333.0%
-283.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.7% | +6.3% | +4.1% |
| 7D | -1.9% | -2.3% | +0.3% | -1.2% |
| 30D | -4.9% | -5.5% | +0.6% | -3.3% |
| 3M | -6.4% | -4.3% | -2.1% | -6.3% |
| 6M | +44.4% | +115.6% | -71.2% | +9.2% |
| YTD | +35.2% | +202.2% | -167.0% | -9.7% |
| 1Y | +49.5% | +325.3% | -275.8% | -7.2% |
| All | +49.5% | +333.0% | -283.5% | -7.2% |
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