+12.9%
TQQQ vs CHD
+30.9%
-18.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.2% | +4.5% |
| 7D | -14.0% | +6.9% | -20.9% | -9.9% |
| 30D | -25.1% | +17.1% | -42.2% | -16.9% |
| 3M | -16.7% | +9.1% | -25.8% | -11.4% |
| 6M | -3.7% | +21.4% | -25.1% | +9.8% |
| YTD | +18.8% | +34.9% | -16.1% | +47.6% |
| 1Y | +12.9% | +31.0% | -18.1% | +36.4% |
| All | +12.9% | +30.9% | -18.0% | +36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 1y: compounded portfolio wealth divided by compounded CHD 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…
1y analysis · Full analysis span regression · 6 months rolling