+2,876.9%
TQQQ vs CGNX
+193.6%
+2,683.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.1% | -1.5% | -1.3% |
| 7D | -1.9% | +3.2% | -5.1% | -4.8% |
| 30D | -4.9% | +6.0% | -10.9% | -10.5% |
| 3M | -6.4% | +3.5% | -9.9% | -9.7% |
| 6M | +44.4% | +26.3% | +18.1% | +16.6% |
| YTD | +35.2% | +79.2% | -44.1% | -34.4% |
| 1Y | +49.5% | +43.8% | +5.7% | -11.2% |
| 3Y | +250.7% | +52.0% | +198.8% | +74.2% |
| 5Y | +104.7% | -24.0% | +128.7% | +134.9% |
| All | +2,876.9% | +193.6% | +2,683.3% | +1,142.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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