+105.2%
TQQQ vs CHD
+20.9%
+84.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.3% | +2.5% |
| 7D | -1.9% | -4.5% | +2.5% | -1.1% |
| 30D | -4.9% | -6.7% | +1.9% | -3.7% |
| 3M | -6.4% | -2.7% | -3.7% | -6.3% |
| 6M | +44.4% | -4.9% | +49.3% | +45.1% |
| YTD | +35.2% | +13.3% | +21.8% | +28.3% |
| 1Y | +49.5% | +1.0% | +48.5% | +47.2% |
| 3Y | +250.7% | +1.3% | +249.4% | +225.1% |
| All | +105.2% | +20.9% | +84.3% | +71.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling