+34,703.6%
TQQQ vs JCI
+1,183.9%
+33,519.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.1% | +0.5% |
| 7D | +2.8% | +4.1% | -1.3% | -2.5% |
| 30D | -3.0% | -3.8% | +0.8% | +1.5% |
| 3M | -2.7% | -1.6% | -1.1% | +0.1% |
| 6M | +45.4% | +9.5% | +35.9% | +28.5% |
| YTD | +36.3% | +21.7% | +14.5% | +2.1% |
| 1Y | +53.4% | +37.1% | +16.3% | -2.8% |
| 3Y | +265.6% | +165.2% | +100.4% | -1.5% |
| 5Y | +101.7% | +110.3% | -8.6% | -19.3% |
| 10Y | +3,054.7% | +341.0% | +2,713.7% | +370.0% |
| All | +34,703.6% | +1,183.9% | +33,519.7% | +898.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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