+2,876.9%
TQQQ vs KO
+184.8%
+2,692.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.0% | +2.0% |
| 7D | -1.9% | +0.2% | -2.2% | -2.2% |
| 30D | -4.9% | +1.8% | -6.7% | -7.2% |
| 3M | -6.4% | +7.7% | -14.1% | -16.9% |
| 6M | +44.4% | +15.3% | +29.1% | +14.7% |
| YTD | +35.2% | +28.0% | +7.2% | -7.9% |
| 1Y | +49.5% | +34.3% | +15.2% | -6.7% |
| 3Y | +250.7% | +63.8% | +186.9% | +46.1% |
| 5Y | +104.7% | +84.1% | +20.6% | -25.0% |
| All | +2,876.9% | +184.8% | +2,692.1% | +637.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KO.
Daily Out/Under-Performance
Portfolio return minus KO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KO 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 KO 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