+49.5%
TQQQ vs CRM
+2.5%
+47.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.9% | +0.6% | +2.4% |
| 7D | -1.9% | -4.4% | +2.5% | -1.5% |
| 30D | -4.9% | +28.1% | -33.0% | -7.1% |
| 3M | -6.4% | +48.8% | -55.2% | -9.8% |
| 6M | +44.4% | +28.3% | +16.1% | +44.5% |
| YTD | +35.2% | -6.0% | +41.2% | +56.9% |
| 1Y | +49.5% | +1.4% | +48.1% | +67.9% |
| All | +49.5% | +2.5% | +47.0% | +67.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling