+105.2%
TQQQ vs CLBK
+43.5%
+61.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.6% | +2.6% |
| 7D | -1.9% | -1.5% | -0.5% | -1.1% |
| 30D | -4.9% | -1.0% | -3.8% | -4.3% |
| 3M | -6.4% | +22.9% | -29.3% | -17.2% |
| 6M | +44.4% | +44.2% | +0.2% | +16.9% |
| YTD | +35.2% | +64.0% | -28.8% | +1.0% |
| 1Y | +49.5% | +65.7% | -16.2% | +10.4% |
| 3Y | +250.7% | +54.1% | +196.7% | +164.1% |
| All | +105.2% | +43.5% | +61.7% | +54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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