+250.7%
TQQQ vs CPB
-43.0%
+293.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.6% |
| 7D | -1.9% | -1.8% | -0.1% | -2.4% |
| 30D | -4.9% | -7.1% | +2.2% | -6.5% |
| 3M | -6.4% | -6.0% | -0.4% | -7.1% |
| 6M | +44.4% | -5.3% | +49.7% | +44.3% |
| YTD | +35.2% | -20.8% | +56.0% | +31.0% |
| 1Y | +49.5% | -33.8% | +83.4% | +41.6% |
| 3Y | +250.7% | -43.7% | +294.4% | +229.0% |
| All | +250.7% | -43.0% | +293.7% | +229.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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