+2,876.9%
TQQQ vs XLE
+182.6%
+2,694.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.2% | +2.3% |
| 7D | -1.9% | +1.7% | -3.6% | -3.3% |
| 30D | -4.9% | +6.7% | -11.6% | -10.4% |
| 3M | -6.4% | +14.9% | -21.3% | -18.8% |
| 6M | +44.4% | +15.9% | +28.5% | +20.9% |
| YTD | +35.2% | +47.7% | -12.5% | -10.8% |
| 1Y | +49.5% | +50.7% | -1.2% | -3.8% |
| 3Y | +250.7% | +57.9% | +192.8% | +118.0% |
| 5Y | +104.7% | +227.0% | -122.3% | -39.0% |
| All | +2,876.9% | +182.6% | +2,694.3% | +1,121.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling