+105.2%
TQQQ vs CVS
+32.8%
+72.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.7% | +3.2% | +2.8% |
| 7D | -1.9% | -2.2% | +0.2% | -1.2% |
| 30D | -4.9% | -0.1% | -4.8% | -5.0% |
| 3M | -6.4% | -5.2% | -1.2% | -5.2% |
| 6M | +44.4% | +26.9% | +17.5% | +30.3% |
| YTD | +35.2% | +22.1% | +13.1% | +22.3% |
| 1Y | +49.5% | +30.8% | +18.7% | +31.0% |
| 3Y | +250.7% | +54.4% | +196.3% | +168.8% |
| All | +105.2% | +32.8% | +72.4% | +105.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 5y: compounded portfolio wealth divided by compounded CVS 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…
5y analysis · Full analysis span regression · 6 months rolling