+862.5%
TQQQ vs XLC
+145.0%
+717.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.6% | -0.2% |
| 7D | -1.9% | +0.5% | -2.4% | -3.4% |
| 30D | -4.9% | +2.1% | -7.0% | -11.0% |
| 3M | -6.4% | +0.7% | -7.1% | -11.8% |
| 6M | +44.4% | -3.2% | +47.6% | +53.8% |
| YTD | +35.2% | -3.8% | +39.0% | +46.1% |
| 1Y | +49.5% | -2.0% | +51.5% | +55.0% |
| 3Y | +250.7% | +71.4% | +179.4% | -10.2% |
| 5Y | +104.7% | +40.7% | +64.0% | +26.0% |
| All | +862.5% | +145.0% | +717.5% | +85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC 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 XLC 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