+28,011.2%
TQQQ vs CAT
+1,587.2%
+26,424.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.8% | -2.8% | -2.7% |
| 7D | +10.4% | +7.4% | +3.0% | +1.9% |
| 30D | -22.2% | -19.7% | -2.5% | +1.0% |
| 3M | -25.1% | -29.6% | +4.5% | +12.6% |
| 6M | -25.0% | -33.2% | +8.2% | +20.1% |
| YTD | +10.1% | +5.7% | +4.4% | +0.2% |
| 1Y | +11.0% | +9.3% | +1.7% | -2.7% |
| 3Y | +195.0% | +158.3% | +36.6% | -5.1% |
| 5Y | +46.6% | +211.6% | -165.0% | -62.8% |
| 10Y | +2,362.5% | +698.5% | +1,664.0% | +87.0% |
| All | +28,011.2% | +1,587.2% | +26,424.0% | +753.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAT.
Daily Out/Under-Performance
Portfolio return minus CAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAT 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 CAT 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