+2,448.5%
TQQQ vs CI
+146.2%
+2,302.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -3.8% |
| 7D | +10.4% | +1.2% | +9.2% | +9.5% |
| 30D | -22.2% | +2.6% | -24.7% | -24.1% |
| 3M | -25.1% | +7.4% | -32.5% | -29.8% |
| 6M | -25.0% | -0.1% | -24.9% | -27.9% |
| YTD | +10.1% | +9.7% | +0.3% | -2.4% |
| 1Y | +11.0% | +12.1% | -1.1% | -3.5% |
| 3Y | +195.0% | +7.0% | +187.9% | +124.6% |
| 5Y | +46.6% | +49.7% | -3.1% | -21.1% |
| All | +2,448.5% | +146.2% | +2,302.3% | +888.9% |
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