+253.5%
TQQQ vs CB
+69.9%
+183.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.8% |
| 7D | +2.8% | -0.5% | +3.3% | +2.7% |
| 30D | -3.0% | -3.1% | 0.0% | -3.5% |
| 3M | -2.7% | +4.2% | -6.9% | -3.0% |
| 6M | +45.4% | +4.7% | +40.7% | +45.0% |
| YTD | +36.3% | +8.8% | +27.4% | +34.4% |
| 1Y | +53.4% | +22.6% | +30.8% | +45.1% |
| All | +253.5% | +69.9% | +183.6% | +188.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling