+33,565.4%
TQQQ vs OXY
+29.6%
+33,535.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.4% |
| 7D | -3.9% | +1.4% | -5.3% | -4.6% |
| 30D | -5.3% | +4.0% | -9.3% | -7.4% |
| 3M | +0.1% | +7.6% | -7.5% | -5.5% |
| 6M | +40.7% | +16.2% | +24.5% | +23.1% |
| YTD | +31.8% | +50.8% | -19.0% | -1.4% |
| 1Y | +48.2% | +34.7% | +13.5% | +16.8% |
| 3Y | +253.6% | -1.0% | +254.6% | +226.5% |
| 5Y | +99.6% | +163.2% | -63.6% | -0.8% |
| 10Y | +2,951.5% | +5.5% | +2,946.0% | +2,182.8% |
| All | +33,565.4% | +29.6% | +33,535.8% | +19,437.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling