+35,102.5%
TQQQ vs CAPR
-98.4%
+35,201.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.4% |
| 7D | +0.7% | -2.0% | +2.7% | +0.8% |
| 30D | -0.6% | +139.2% | -139.8% | -4.3% |
| 3M | -14.9% | -66.4% | +51.5% | -13.7% |
| 6M | +44.6% | -63.1% | +107.7% | +45.9% |
| YTD | +37.8% | -67.4% | +105.2% | +39.5% |
| 1Y | +59.2% | +58.2% | +0.9% | +38.7% |
| 3Y | +254.1% | +42.2% | +211.9% | +194.7% |
| 5Y | +100.6% | +87.3% | +13.3% | +62.0% |
| 10Y | +2,857.5% | -75.3% | +2,932.8% | +2,085.6% |
| All | +35,102.5% | -98.4% | +35,201.0% | +23,804.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 all: compounded portfolio wealth divided by compounded CAPR 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…
all analysis · Full analysis span regression · 6 months rolling