+35,102.5%
TQQQ vs XLE
+303.0%
+34,799.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.3% | +1.4% |
| 7D | +0.7% | +2.2% | -1.5% | -1.8% |
| 30D | -0.6% | +11.8% | -12.4% | -12.7% |
| 3M | -14.9% | +9.8% | -24.7% | -25.1% |
| 6M | +44.6% | +15.6% | +29.0% | +15.9% |
| YTD | +37.8% | +45.3% | -7.4% | -15.9% |
| 1Y | +59.2% | +48.3% | +10.9% | -5.9% |
| 3Y | +254.1% | +55.4% | +198.7% | +98.6% |
| 5Y | +100.6% | +216.1% | -115.5% | -55.2% |
| 10Y | +2,857.5% | +178.4% | +2,679.2% | +660.4% |
| All | +35,102.5% | +303.0% | +34,799.5% | +5,140.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling