+35,102.5%
TQQQ vs ORCL
+759.0%
+34,343.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.1% | -2.6% | -2.8% |
| 7D | +0.7% | +5.3% | -4.5% | -5.1% |
| 30D | -0.6% | +10.0% | -10.6% | -11.3% |
| 3M | -14.9% | -32.6% | +17.7% | +27.5% |
| 6M | +44.6% | +4.9% | +39.6% | +22.9% |
| YTD | +37.8% | -17.8% | +55.6% | +50.2% |
| 1Y | +59.2% | -28.0% | +87.2% | +51.0% |
| 3Y | +254.1% | +36.0% | +218.1% | +20.8% |
| 5Y | +100.6% | +88.7% | +11.9% | -55.4% |
| 10Y | +2,857.5% | +346.9% | +2,510.6% | +105.1% |
| All | +35,102.5% | +759.0% | +34,343.5% | +967.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling