+2,876.9%
TQQQ vs STZ
-11.3%
+2,888.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.1% | +3.7% | +3.5% |
| 7D | -1.9% | -4.5% | +2.5% | +1.6% |
| 30D | -4.9% | -8.6% | +3.7% | +1.7% |
| 3M | -6.4% | -13.8% | +7.4% | +3.8% |
| 6M | +44.4% | -17.2% | +61.6% | +61.8% |
| YTD | +35.2% | -9.4% | +44.5% | +34.1% |
| 1Y | +49.5% | -11.9% | +61.4% | +50.6% |
| 3Y | +250.7% | -49.6% | +300.3% | +479.6% |
| 5Y | +104.7% | -37.2% | +141.9% | +183.1% |
| All | +2,876.9% | -11.3% | +2,888.2% | +3,258.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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