+99.6%
TQQQ vs COO
-51.8%
+151.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -14.7% | +11.4% | +10.4% |
| 7D | -3.9% | -23.3% | +19.4% | +21.1% |
| 30D | -5.3% | -29.5% | +24.2% | +29.1% |
| 3M | +0.1% | -20.0% | +20.1% | +18.1% |
| 6M | +40.7% | -27.2% | +67.9% | +79.5% |
| YTD | +31.8% | -33.9% | +65.7% | +86.6% |
| 1Y | +48.2% | -19.9% | +68.2% | +65.3% |
| 3Y | +253.6% | -38.1% | +291.7% | +355.0% |
| 5Y | +99.6% | -52.0% | +151.6% | +327.1% |
| All | +99.6% | -51.8% | +151.4% | +327.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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