+16.9%
QQQM vs OXY
+15.9%
+1.0%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.0% |
| 7D | -1.3% | +1.4% | -2.6% | -0.9% |
| 30D | -1.4% | +4.0% | -5.4% | -0.3% |
| 3M | +2.2% | +7.6% | -5.4% | +4.6% |
| 6M | +16.9% | +16.2% | +0.7% | +25.0% |
| All | +16.9% | +15.9% | +1.0% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 6mo: compounded portfolio wealth divided by compounded OXY 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…
6mo analysis · Full analysis span regression · 6 months rolling