+101.7%
TQQQ vs CB
+98.0%
+3.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -1.0% |
| 7D | +2.8% | -0.5% | +3.3% | +3.1% |
| 30D | -3.0% | -3.1% | 0.0% | -1.6% |
| 3M | -2.7% | +4.2% | -6.9% | -7.5% |
| 6M | +45.4% | +4.7% | +40.7% | +36.2% |
| YTD | +36.3% | +8.8% | +27.4% | +22.5% |
| 1Y | +53.4% | +22.6% | +30.8% | +23.0% |
| 3Y | +265.6% | +70.6% | +195.0% | +91.1% |
| 5Y | +101.7% | +99.4% | +2.3% | -8.5% |
| All | +101.7% | +98.0% | +3.7% | -8.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling