+59.2%
TQQQ vs ORCL
-27.7%
+86.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.1% | -2.6% | -0.6% |
| 7D | +0.7% | +5.3% | -4.5% | -1.1% |
| 30D | -0.6% | +10.0% | -10.6% | -4.0% |
| 3M | -14.9% | -32.6% | +17.7% | -5.4% |
| 6M | +44.6% | +4.9% | +39.6% | +42.3% |
| YTD | +37.8% | -17.8% | +55.6% | +41.1% |
| 1Y | +59.2% | -28.0% | +87.2% | +67.9% |
| All | +59.2% | -27.7% | +86.8% | +67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ORCL.
Daily Out/Under-Performance
Portfolio return minus ORCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ORCL 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 1y: compounded portfolio wealth divided by compounded ORCL 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…
1y analysis · Full analysis span regression · 6 months rolling