+152.0%
QQQM vs OXY
+515.0%
-362.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.8% |
| 7D | -0.6% | +2.8% | -3.4% | -0.8% |
| 30D | -1.2% | +5.5% | -6.7% | -1.7% |
| 3M | -0.1% | +11.3% | -11.4% | -1.1% |
| 6M | +18.0% | +11.6% | +6.4% | +16.2% |
| YTD | +16.7% | +51.6% | -34.9% | +11.2% |
| 1Y | +23.0% | +36.2% | -13.2% | +18.4% |
| 3Y | +93.3% | +1.7% | +91.6% | +89.0% |
| 5Y | +96.3% | +164.5% | -68.2% | +85.2% |
| All | +152.0% | +515.0% | -362.9% | +135.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling