+59.2%
TQQQ vs XLP
+7.6%
+51.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | -0.4% |
| 7D | +0.7% | -1.0% | +1.7% | -0.3% |
| 30D | -0.6% | -0.9% | +0.2% | -1.4% |
| 3M | -14.9% | +3.8% | -18.7% | -11.2% |
| 6M | +44.6% | -1.7% | +46.3% | +43.5% |
| YTD | +37.8% | +10.3% | +27.6% | +55.8% |
| 1Y | +59.2% | +7.8% | +51.4% | +79.1% |
| All | +59.2% | +7.6% | +51.5% | +79.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLP.
Daily Out/Under-Performance
Portfolio return minus XLP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLP 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 XLP 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