+99.6%
TQQQ vs CBRE
+39.8%
+59.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -1.9% |
| 7D | -3.9% | -7.2% | +3.3% | +4.3% |
| 30D | -5.3% | -6.4% | +1.2% | +0.8% |
| 3M | +0.1% | +2.9% | -2.8% | -7.4% |
| 6M | +40.7% | +2.5% | +38.1% | +29.0% |
| YTD | +31.8% | -14.2% | +46.0% | +44.7% |
| 1Y | +48.2% | -15.1% | +63.4% | +63.0% |
| 3Y | +253.6% | +61.9% | +191.7% | +49.6% |
| 5Y | +99.6% | +42.4% | +57.2% | +11.0% |
| All | +99.6% | +39.8% | +59.8% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 CBRE 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