+2,876.9%
TQQQ vs CI
+144.2%
+2,732.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.6% | +2.6% |
| 7D | -1.9% | -0.1% | -1.8% | -1.9% |
| 30D | -4.9% | +1.8% | -6.6% | -6.3% |
| 3M | -6.4% | -4.2% | -2.2% | -5.3% |
| 6M | +44.4% | +8.8% | +35.6% | +31.0% |
| YTD | +35.2% | +3.7% | +31.4% | +26.1% |
| 1Y | +49.5% | -6.1% | +55.6% | +45.8% |
| 3Y | +250.7% | +4.5% | +246.2% | +171.4% |
| 5Y | +104.7% | +50.5% | +54.2% | +9.4% |
| All | +2,876.9% | +144.2% | +2,732.8% | +1,130.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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