+2,876.9%
TQQQ vs RCL
+346.0%
+2,530.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.1% | +2.3% |
| 7D | -1.9% | -1.9% | 0.0% | -0.8% |
| 30D | -4.9% | -15.5% | +10.7% | +4.8% |
| 3M | -6.4% | -9.7% | +3.3% | -1.3% |
| 6M | +44.4% | -8.7% | +53.1% | +51.5% |
| YTD | +35.2% | -5.8% | +40.9% | +35.8% |
| 1Y | +49.5% | -24.5% | +74.0% | +68.1% |
| 3Y | +250.7% | +173.9% | +76.8% | +95.6% |
| 5Y | +104.7% | +228.0% | -123.3% | +2.1% |
| All | +2,876.9% | +346.0% | +2,530.9% | +1,540.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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