+250.7%
TQQQ vs CGNX
+49.8%
+200.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.1% | -1.5% | +0.1% |
| 7D | -1.9% | +3.2% | -5.1% | -3.7% |
| 30D | -4.9% | +6.0% | -10.9% | -8.3% |
| 3M | -6.4% | +3.5% | -9.9% | -7.8% |
| 6M | +44.4% | +26.3% | +18.1% | +28.9% |
| YTD | +35.2% | +79.2% | -44.1% | -9.2% |
| 1Y | +49.5% | +43.8% | +5.7% | +16.7% |
| 3Y | +250.7% | +52.0% | +198.8% | +142.8% |
| All | +250.7% | +49.8% | +200.9% | +142.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling