+10,908.6%
TQQQ vs CDW
+851.1%
+10,057.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.2% | +4.9% | +5.7% |
| 7D | +4.4% | -3.9% | +8.2% | +8.9% |
| 30D | -3.1% | +6.9% | -10.0% | -11.6% |
| 3M | -5.2% | +7.7% | -12.9% | -18.7% |
| 6M | +52.4% | +18.3% | +34.1% | +3.2% |
| YTD | +37.4% | +7.8% | +29.7% | +1.5% |
| 1Y | +56.0% | -12.2% | +68.1% | +49.3% |
| 3Y | +268.7% | -28.9% | +297.6% | +369.8% |
| 5Y | +101.2% | -22.8% | +124.0% | +159.9% |
| 10Y | +2,840.4% | +266.1% | +2,574.3% | +709.4% |
| All | +10,908.6% | +851.1% | +10,057.5% | +1,890.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling