+12.9%
TQQQ vs XLE
+50.1%
-37.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.7% | +7.5% | -0.6% |
| 7D | -14.0% | -7.2% | -6.8% | -18.3% |
| 30D | -25.1% | +0.1% | -25.2% | -24.4% |
| 3M | -16.7% | +9.2% | -25.8% | -10.0% |
| 6M | -3.7% | +8.4% | -12.1% | +5.5% |
| YTD | +18.8% | +44.9% | -26.1% | +35.3% |
| 1Y | +12.9% | +49.9% | -37.0% | +29.5% |
| All | +12.9% | +50.1% | -37.2% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 1y: compounded portfolio wealth divided by compounded XLE 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…
1y analysis · Full analysis span regression · 6 months rolling