+2,876.9%
TQQQ vs O
+54.0%
+2,822.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.7% |
| 7D | -1.9% | -2.9% | +0.9% | +0.5% |
| 30D | -4.9% | -4.5% | -0.3% | -1.1% |
| 3M | -6.4% | -2.6% | -3.8% | -5.8% |
| 6M | +44.4% | -5.6% | +50.0% | +48.1% |
| YTD | +35.2% | +9.3% | +25.9% | +20.2% |
| 1Y | +49.5% | +4.3% | +45.2% | +38.2% |
| 3Y | +250.7% | +27.4% | +223.3% | +154.5% |
| 5Y | +104.7% | +17.1% | +87.7% | +72.6% |
| All | +2,876.9% | +54.0% | +2,822.9% | +2,158.3% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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