+2,876.9%
TQQQ vs CCEP
+236.1%
+2,640.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.7% |
| 7D | -1.9% | -2.8% | +0.9% | +0.7% |
| 30D | -4.9% | -4.0% | -0.8% | -1.7% |
| 3M | -6.4% | +5.2% | -11.6% | -12.8% |
| 6M | +44.4% | +2.7% | +41.7% | +36.5% |
| YTD | +35.2% | +14.5% | +20.7% | +13.6% |
| 1Y | +49.5% | +17.2% | +32.3% | +21.0% |
| 3Y | +250.7% | +79.3% | +171.4% | +77.0% |
| 5Y | +104.7% | +106.8% | -2.1% | -6.3% |
| All | +2,876.9% | +236.1% | +2,640.8% | +921.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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