+2,876.9%
TQQQ vs CDW
+300.6%
+2,576.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +7.8% | -5.3% | -6.8% |
| 7D | -1.9% | +0.9% | -2.8% | -3.8% |
| 30D | -4.9% | +13.1% | -17.9% | -19.5% |
| 3M | -6.4% | +19.7% | -26.1% | -30.3% |
| 6M | +44.4% | +30.7% | +13.7% | -15.5% |
| YTD | +35.2% | +14.7% | +20.5% | -9.1% |
| 1Y | +49.5% | -5.3% | +54.8% | +29.9% |
| 3Y | +250.7% | -23.8% | +274.6% | +310.5% |
| 5Y | +104.7% | -16.8% | +121.5% | +137.9% |
| All | +2,876.9% | +300.6% | +2,576.3% | +747.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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