+28,011.2%
TQQQ vs CI
+909.3%
+27,101.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -3.9% |
| 7D | +10.4% | +1.2% | +9.2% | +9.3% |
| 30D | -22.2% | +2.6% | -24.7% | -24.4% |
| 3M | -25.1% | +7.4% | -32.5% | -30.6% |
| 6M | -25.0% | -0.1% | -24.9% | -28.6% |
| YTD | +10.1% | +9.7% | +0.3% | -4.5% |
| 1Y | +11.0% | +12.1% | -1.1% | -5.8% |
| 3Y | +195.0% | +7.0% | +187.9% | +116.6% |
| 5Y | +46.6% | +49.7% | -3.1% | -24.4% |
| 10Y | +2,362.5% | +147.2% | +2,215.2% | +661.0% |
| All | +28,011.2% | +909.3% | +27,101.9% | +1,339.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling