+35,000.4%
TQQQ vs CASY
+2,767.9%
+32,232.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.0% | +2.7% | +2.0% |
| 7D | +4.4% | -4.4% | +8.7% | +7.9% |
| 30D | -3.1% | -12.0% | +8.9% | +6.0% |
| 3M | -5.2% | -2.3% | -2.8% | -10.2% |
| 6M | +52.4% | +10.5% | +41.9% | +29.7% |
| YTD | +37.4% | +33.0% | +4.4% | -0.6% |
| 1Y | +56.0% | +41.1% | +14.8% | +5.8% |
| 3Y | +268.7% | +207.5% | +61.2% | +23.6% |
| 5Y | +101.2% | +290.7% | -189.5% | -43.5% |
| 10Y | +2,840.4% | +556.5% | +2,283.9% | +455.5% |
| All | +35,000.4% | +2,767.9% | +32,232.5% | +2,380.9% |
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