+105.2%
TQQQ vs CVX
+169.1%
-63.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +1.9% | +2.2% |
| 7D | -1.9% | +2.6% | -4.5% | -3.2% |
| 30D | -4.9% | +9.8% | -14.7% | -9.5% |
| 3M | -6.4% | +16.2% | -22.6% | -14.6% |
| 6M | +44.4% | +13.6% | +30.8% | +30.2% |
| YTD | +35.2% | +44.4% | -9.2% | +1.3% |
| 1Y | +49.5% | +40.6% | +8.9% | +13.7% |
| 3Y | +250.7% | +48.2% | +202.5% | +153.6% |
| All | +105.2% | +169.1% | -63.9% | +6.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling