+59.2%
TQQQ vs CVX
+37.2%
+22.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | -0.5% |
| 7D | +0.7% | +3.3% | -2.6% | +3.4% |
| 30D | -0.6% | +12.9% | -13.5% | +9.5% |
| 3M | -14.9% | +11.7% | -26.6% | -4.7% |
| 6M | +44.6% | +14.1% | +30.4% | +59.6% |
| YTD | +37.8% | +40.7% | -2.9% | +52.9% |
| 1Y | +59.2% | +37.5% | +21.7% | +71.8% |
| All | +59.2% | +37.2% | +22.0% | +71.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CVX.
Daily Out/Under-Performance
Portfolio return minus CVX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVX 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 CVX 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