+101.7%
TQQQ vs ORCL
+93.0%
+8.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.4% |
| 7D | +2.8% | +10.9% | -8.1% | -5.1% |
| 30D | -3.0% | +7.0% | -10.1% | -8.3% |
| 3M | -2.7% | -21.2% | +18.5% | +14.8% |
| 6M | +45.4% | +7.4% | +38.1% | +30.4% |
| YTD | +36.3% | -16.3% | +52.5% | +47.3% |
| 1Y | +53.4% | -32.3% | +85.7% | +68.8% |
| 3Y | +265.6% | +32.6% | +233.0% | +65.3% |
| 5Y | +101.7% | +93.1% | +8.6% | -51.9% |
| All | +101.7% | +93.0% | +8.7% | -51.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling