+2,876.9%
TQQQ vs CRM
+241.6%
+2,635.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.9% | +0.6% | +0.4% |
| 7D | -1.9% | -4.4% | +2.5% | +3.1% |
| 30D | -4.9% | +28.1% | -33.0% | -32.8% |
| 3M | -6.4% | +48.8% | -55.2% | -48.2% |
| 6M | +44.4% | +28.3% | +16.1% | -11.4% |
| YTD | +35.2% | -6.0% | +41.2% | +19.8% |
| 1Y | +49.5% | +1.4% | +48.1% | +17.2% |
| 3Y | +250.7% | +11.8% | +238.9% | +125.8% |
| 5Y | +104.7% | -2.0% | +106.7% | +74.6% |
| All | +2,876.9% | +241.6% | +2,635.3% | +605.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CRM.
Daily Out/Under-Performance
Portfolio return minus CRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRM 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 10y: compounded portfolio wealth divided by compounded CRM 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…
10y analysis · Full analysis span regression · 6 months rolling