+242.0%
TQQQ vs KO
+64.3%
+177.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.3% | -3.6% | -3.1% |
| 7D | -3.9% | -1.1% | -2.8% | -4.3% |
| 30D | -5.3% | +1.6% | -6.8% | -4.6% |
| 3M | +0.1% | +5.8% | -5.6% | +3.2% |
| 6M | +40.7% | +14.3% | +26.4% | +48.1% |
| YTD | +31.8% | +27.3% | +4.5% | +41.4% |
| 1Y | +48.2% | +33.2% | +15.1% | +59.8% |
| All | +242.0% | +64.3% | +177.7% | +249.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling