+2,802.7%
TQQQ vs CB
+225.2%
+2,577.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.3% | -3.6% | -3.5% |
| 7D | -3.9% | -2.8% | -1.2% | -1.6% |
| 30D | -5.3% | -2.4% | -2.8% | -3.5% |
| 3M | +0.1% | +2.8% | -2.6% | -5.6% |
| 6M | +40.7% | +4.8% | +35.9% | +27.8% |
| YTD | +31.8% | +9.2% | +22.6% | +13.4% |
| 1Y | +48.2% | +22.8% | +25.4% | +11.4% |
| 3Y | +253.6% | +71.1% | +182.5% | +75.5% |
| 5Y | +99.6% | +101.0% | -1.4% | -15.0% |
| All | +2,802.7% | +225.2% | +2,577.5% | +751.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 10y: compounded portfolio wealth divided by compounded CB 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…
10y analysis · Full analysis span regression · 6 months rolling