+152.0%
QQQM vs XOP
+397.3%
-245.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | -0.6% | +2.6% | -3.2% | -1.0% |
| 30D | -1.2% | +9.6% | -10.8% | -2.7% |
| 3M | -0.1% | +20.4% | -20.5% | -3.4% |
| 6M | +18.0% | +19.9% | -1.9% | +13.5% |
| YTD | +16.7% | +56.4% | -39.7% | +6.4% |
| 1Y | +23.0% | +52.4% | -29.4% | +12.5% |
| 3Y | +93.3% | +39.9% | +53.5% | +76.9% |
| 5Y | +96.3% | +163.7% | -67.4% | +70.1% |
| All | +152.0% | +397.3% | -245.3% | +117.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 10y: compounded portfolio wealth divided by compounded XOP 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…
10y analysis · Full analysis span regression · 6 months rolling