+3,081.6%
TQQQ vs CSGP
+41.3%
+3,040.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.6% | +1.5% |
| 7D | +4.4% | -5.1% | +9.5% | +9.8% |
| 30D | -3.1% | +0.3% | -3.4% | -5.5% |
| 3M | -5.2% | -9.1% | +4.0% | -4.4% |
| 6M | +52.4% | -37.3% | +89.7% | +121.7% |
| YTD | +37.4% | -54.9% | +92.3% | +173.1% |
| 1Y | +56.0% | -65.5% | +121.5% | +317.3% |
| 3Y | +268.7% | -63.3% | +331.9% | +752.1% |
| 5Y | +101.2% | -65.8% | +167.0% | +437.9% |
| All | +3,081.6% | +41.3% | +3,040.3% | +2,108.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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