+35,102.5%
TQQQ vs CAT
+2,182.6%
+32,919.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.3% | -1.5% |
| 7D | +0.7% | +1.7% | -1.0% | -1.2% |
| 30D | -0.6% | -6.6% | +5.9% | +7.1% |
| 3M | -14.9% | -13.3% | -1.6% | +1.0% |
| 6M | +44.6% | +11.6% | +32.9% | +25.6% |
| YTD | +37.8% | +42.9% | -5.1% | -11.9% |
| 1Y | +59.2% | +95.4% | -36.3% | -31.1% |
| 3Y | +254.1% | +196.6% | +57.5% | -3.2% |
| 5Y | +100.6% | +321.7% | -221.1% | -64.5% |
| 10Y | +2,857.5% | +1,140.8% | +1,716.8% | +30.5% |
| All | +35,102.5% | +2,182.6% | +32,919.9% | +650.8% |
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