+48.2%
TQQQ vs CASY
+15.3%
+33.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.0% | -3.3% |
| 7D | -3.9% | -17.2% | +13.3% | -5.4% |
| 30D | -5.3% | -24.4% | +19.1% | -7.5% |
| 3M | +0.1% | -31.4% | +31.5% | -2.6% |
| 6M | +40.7% | -8.9% | +49.6% | +34.7% |
| YTD | +31.8% | +13.8% | +18.0% | +29.0% |
| 1Y | +48.2% | +17.0% | +31.3% | +47.4% |
| All | +48.2% | +15.3% | +33.0% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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