+276.2%
CVX vs QQQM
+152.0%
+124.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.4% |
| 7D | +2.6% | -0.6% | +3.2% | +2.7% |
| 30D | +9.8% | -1.2% | +11.0% | +10.1% |
| 3M | +16.2% | -0.1% | +16.3% | +15.9% |
| 6M | +13.6% | +18.0% | -4.3% | +8.5% |
| YTD | +44.4% | +16.7% | +27.7% | +38.1% |
| 1Y | +40.6% | +23.0% | +17.6% | +32.3% |
| 3Y | +48.2% | +93.3% | -45.2% | +22.3% |
| 5Y | +172.3% | +96.3% | +76.0% | +114.1% |
| All | +276.2% | +152.0% | +124.2% | +190.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 QQQM 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