+101.7%
TQQQ vs C
+133.6%
-31.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.8% |
| 7D | +2.8% | +2.6% | +0.2% | -0.4% |
| 30D | -3.0% | +1.9% | -5.0% | -5.5% |
| 3M | -2.7% | +2.8% | -5.5% | -6.0% |
| 6M | +45.4% | +30.6% | +14.9% | +3.9% |
| YTD | +36.3% | +19.9% | +16.4% | +6.7% |
| 1Y | +53.4% | +44.6% | +8.8% | -6.5% |
| 3Y | +265.6% | +272.1% | -6.6% | -36.3% |
| 5Y | +101.7% | +132.0% | -30.3% | -37.0% |
| All | +101.7% | +133.6% | -31.9% | -37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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