+96.4%
QQQM vs XEL
+29.8%
+66.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | -0.6% | -0.3% | -0.3% | -0.5% |
| 30D | -1.2% | -3.9% | +2.7% | -0.6% |
| 3M | -0.1% | -2.8% | +2.7% | +0.2% |
| 6M | +18.0% | -5.4% | +23.3% | +18.7% |
| YTD | +16.7% | +3.8% | +12.9% | +15.4% |
| 1Y | +23.0% | +6.8% | +16.2% | +20.8% |
| 3Y | +93.3% | +45.6% | +47.7% | +75.1% |
| All | +96.4% | +29.8% | +66.6% | +87.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 5y: compounded portfolio wealth divided by compounded XEL 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…
5y analysis · Full analysis span regression · 6 months rolling