+250.7%
TQQQ vs COST
+70.3%
+180.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.3% |
| 7D | -1.9% | -1.2% | -0.7% | -0.9% |
| 30D | -4.9% | -4.7% | -0.1% | -1.2% |
| 3M | -6.4% | -7.1% | +0.7% | -1.9% |
| 6M | +44.4% | -8.5% | +52.9% | +49.9% |
| YTD | +35.2% | +5.4% | +29.8% | +14.7% |
| 1Y | +49.5% | -5.6% | +55.1% | +46.0% |
| 3Y | +250.7% | +68.5% | +182.2% | +50.9% |
| All | +250.7% | +70.3% | +180.4% | +50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 3y: compounded portfolio wealth divided by compounded COST 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…
3y analysis · Full analysis span regression · 6 months rolling