+492.6%
SOXL vs QQQM
+152.0%
+340.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.9% | +4.3% | +1.4% |
| 7D | +3.9% | -0.6% | +4.4% | +6.8% |
| 30D | -14.3% | -1.2% | -13.1% | -8.1% |
| 3M | -45.6% | -0.1% | -45.5% | -32.8% |
| 6M | +117.2% | +18.0% | +99.2% | +62.6% |
| YTD | +189.8% | +16.7% | +173.1% | +139.6% |
| 1Y | +317.7% | +23.0% | +294.7% | +209.1% |
| 3Y | +478.6% | +93.3% | +385.3% | +46.2% |
| 5Y | +169.5% | +96.3% | +73.2% | +35.7% |
| All | +492.6% | +152.0% | +340.6% | +44.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling