+253.5%
TQQQ vs CDW
-30.2%
+283.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.6% | +0.1% |
| 7D | +2.8% | -4.2% | +7.0% | +5.6% |
| 30D | -3.0% | +4.9% | -7.9% | -6.4% |
| 3M | -2.7% | +7.3% | -10.0% | -9.7% |
| 6M | +45.4% | +19.2% | +26.3% | +14.9% |
| YTD | +36.3% | +6.2% | +30.1% | +18.8% |
| 1Y | +53.4% | -14.0% | +67.4% | +69.7% |
| All | +253.5% | -30.2% | +283.8% | +315.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling