+25,364.8%
TQQQ vs CVE
+74.8%
+25,290.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.8% |
| 7D | -15.7% | -16.1% | +0.4% | -8.1% |
| 30D | -37.5% | -10.4% | -27.1% | -34.4% |
| 3M | -27.3% | -2.4% | -25.0% | -27.5% |
| 6M | -26.7% | -4.4% | -22.3% | -27.4% |
| YTD | -0.3% | +64.9% | -65.3% | -27.5% |
| 1Y | -1.5% | +66.0% | -67.5% | -29.0% |
| 3Y | +184.0% | +57.7% | +126.3% | +107.6% |
| 5Y | +28.8% | +144.7% | -115.9% | -29.4% |
| 10Y | +2,251.9% | +139.2% | +2,112.7% | +872.5% |
| All | +25,364.8% | +74.8% | +25,290.0% | +13,542.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 all: compounded portfolio wealth divided by compounded CVE 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…
all analysis · Full analysis span regression · 6 months rolling