+152.0%
QQQM vs LYB
+21.4%
+130.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.1% |
| 7D | -0.6% | +0.3% | -0.8% | -0.6% |
| 30D | -1.2% | +2.5% | -3.7% | -1.7% |
| 3M | -0.1% | +1.4% | -1.5% | -0.6% |
| 6M | +18.0% | -3.5% | +21.4% | +16.8% |
| YTD | +16.7% | +52.0% | -35.3% | +3.0% |
| 1Y | +23.0% | +22.1% | +1.0% | +14.3% |
| 3Y | +93.3% | -22.8% | +116.1% | +97.0% |
| 5Y | +96.3% | -3.4% | +99.6% | +91.0% |
| All | +152.0% | +21.4% | +130.6% | +140.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 LYB 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