+2,876.9%
TQQQ vs CVX
+222.5%
+2,654.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +1.9% | +2.1% |
| 7D | -1.9% | +2.6% | -4.5% | -3.9% |
| 30D | -4.9% | +9.8% | -14.7% | -12.1% |
| 3M | -6.4% | +16.2% | -22.6% | -19.1% |
| 6M | +44.4% | +13.6% | +30.8% | +23.0% |
| YTD | +35.2% | +44.4% | -9.2% | -8.1% |
| 1Y | +49.5% | +40.6% | +8.9% | +3.3% |
| 3Y | +250.7% | +48.2% | +202.5% | +127.5% |
| 5Y | +104.7% | +172.3% | -67.6% | -27.6% |
| All | +2,876.9% | +222.5% | +2,654.4% | +1,010.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling