+28,011.2%
TQQQ vs CASY
+2,686.8%
+25,324.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.8% | -4.4% | -4.2% |
| 7D | +10.4% | +3.6% | +6.8% | +7.7% |
| 30D | -22.2% | +9.1% | -31.2% | -27.8% |
| 3M | -25.1% | -16.5% | -8.6% | -17.1% |
| 6M | -25.0% | -19.7% | -5.3% | -19.5% |
| YTD | +10.1% | +29.3% | -19.2% | -20.9% |
| 1Y | +11.0% | +33.1% | -22.1% | -22.9% |
| 3Y | +195.0% | +158.5% | +36.4% | +13.1% |
| 5Y | +46.6% | +266.7% | -220.1% | -57.9% |
| 10Y | +2,362.5% | +553.5% | +1,809.0% | +353.2% |
| All | +28,011.2% | +2,686.8% | +25,324.4% | +1,872.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling