+357.4%
SOXL vs QQQM
+26.6%
+330.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.2% | +9.7% | +8.7% |
| 7D | +5.3% | +0.4% | +5.0% | +3.0% |
| 30D | -11.2% | +0.2% | -11.4% | -10.9% |
| 3M | -55.4% | -2.8% | -52.6% | -28.7% |
| 6M | +107.1% | +18.1% | +89.1% | +33.4% |
| YTD | +179.0% | +17.4% | +161.7% | +94.1% |
| 1Y | +357.4% | +25.7% | +331.7% | +171.5% |
| All | +357.4% | +26.6% | +330.7% | +171.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 1y: compounded portfolio wealth divided by compounded QQQM 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…
1y analysis · Full analysis span regression · 6 months rolling