+870.2%
TQQQ vs XLC
+141.1%
+729.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | +0.9% |
| 7D | +2.8% | -1.4% | +4.2% | +6.9% |
| 30D | -3.0% | -0.9% | -2.2% | -1.5% |
| 3M | -2.7% | -0.3% | -2.4% | -5.4% |
| 6M | +45.4% | -5.2% | +50.6% | +64.1% |
| YTD | +36.3% | -5.3% | +41.6% | +54.0% |
| 1Y | +53.4% | -2.8% | +56.2% | +62.5% |
| 3Y | +265.6% | +71.2% | +194.4% | -6.2% |
| 5Y | +101.7% | +37.6% | +64.1% | +32.3% |
| All | +870.2% | +141.1% | +729.1% | +95.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling