+33,565.4%
TQQQ vs SHEL
+302.7%
+33,262.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.6% | -3.6% |
| 7D | -3.9% | +3.9% | -7.8% | -7.3% |
| 30D | -5.3% | +7.0% | -12.2% | -11.3% |
| 3M | +0.1% | +12.5% | -12.4% | -12.0% |
| 6M | +40.7% | +14.8% | +25.9% | +19.3% |
| YTD | +31.8% | +34.2% | -2.4% | -4.4% |
| 1Y | +48.2% | +37.0% | +11.2% | +5.1% |
| 3Y | +253.6% | +70.9% | +182.7% | +103.1% |
| 5Y | +99.6% | +192.5% | -92.9% | -35.8% |
| 10Y | +2,951.5% | +208.5% | +2,743.0% | +744.0% |
| All | +33,565.4% | +302.7% | +33,262.7% | +5,506.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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