+2,876.9%
TQQQ vs RIG
-41.2%
+2,918.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.7% | +4.3% | +3.0% |
| 7D | -1.9% | -3.1% | +1.2% | -1.1% |
| 30D | -4.9% | -0.5% | -4.3% | -4.9% |
| 3M | -6.4% | -6.0% | -0.4% | -5.6% |
| 6M | +44.4% | -10.1% | +54.5% | +45.7% |
| YTD | +35.2% | +37.3% | -2.1% | +20.6% |
| 1Y | +49.5% | +73.9% | -24.4% | +24.2% |
| 3Y | +250.7% | -30.2% | +280.9% | +253.3% |
| 5Y | +104.7% | +62.5% | +42.2% | +54.2% |
| All | +2,876.9% | -41.2% | +2,918.1% | +2,051.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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