+149.8%
QQQM vs XOP
+396.7%
-246.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.1% |
| 7D | -1.3% | +1.6% | -2.9% | -1.5% |
| 30D | -1.4% | +9.6% | -10.9% | -2.9% |
| 3M | +2.2% | +16.9% | -14.8% | -0.7% |
| 6M | +16.9% | +24.0% | -7.1% | +11.7% |
| YTD | +15.7% | +56.2% | -40.5% | +5.4% |
| 1Y | +22.7% | +51.8% | -29.1% | +12.3% |
| 3Y | +93.9% | +37.0% | +57.0% | +78.0% |
| 5Y | +94.6% | +163.4% | -68.8% | +68.6% |
| All | +149.8% | +396.7% | -246.9% | +115.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling