+3,214.6%
QQQ vs STX
+17,056.4%
-13,841.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.5% | -6.6% | -1.6% |
| 7D | +1.5% | +10.7% | -9.2% | -1.0% |
| 30D | -0.6% | +11.3% | -11.9% | -3.6% |
| 3M | +0.4% | +3.2% | -2.8% | -2.2% |
| 6M | +20.1% | +157.0% | -136.9% | -6.5% |
| YTD | +17.2% | +229.2% | -212.0% | -15.4% |
| 1Y | +24.7% | +381.8% | -357.2% | -19.2% |
| 3Y | +96.2% | +1,383.2% | -1,287.0% | -4.9% |
| 5Y | +94.4% | +1,144.9% | -1,050.5% | -3.5% |
| 10Y | +556.7% | +3,676.0% | -3,119.3% | +144.0% |
| All | +3,214.6% | +17,056.4% | -13,841.7% | +587.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded STX 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling