+2,876.9%
TQQQ vs OXY
+7.5%
+2,869.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.1% | +2.4% |
| 7D | -1.9% | +2.8% | -4.8% | -3.0% |
| 30D | -4.9% | +5.5% | -10.3% | -7.0% |
| 3M | -6.4% | +11.3% | -17.7% | -11.4% |
| 6M | +44.4% | +11.6% | +32.8% | +33.1% |
| YTD | +35.2% | +51.6% | -16.4% | +8.4% |
| 1Y | +49.5% | +36.2% | +13.3% | +24.5% |
| 3Y | +250.7% | +1.7% | +249.0% | +227.6% |
| 5Y | +104.7% | +164.5% | -59.8% | +26.7% |
| All | +2,876.9% | +7.5% | +2,869.4% | +2,804.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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