+2,802.7%
TQQQ vs XLP
+106.5%
+2,696.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.4% |
| 7D | -3.9% | -2.5% | -1.4% | +1.6% |
| 30D | -5.3% | -1.9% | -3.4% | -2.2% |
| 3M | +0.1% | -2.1% | +2.3% | -0.4% |
| 6M | +40.7% | -1.8% | +42.5% | +35.4% |
| YTD | +31.8% | +8.3% | +23.5% | -2.6% |
| 1Y | +48.2% | +6.8% | +41.4% | +10.3% |
| 3Y | +253.6% | +25.7% | +227.9% | +63.7% |
| 5Y | +99.6% | +31.9% | +67.7% | -8.0% |
| All | +2,802.7% | +106.5% | +2,696.2% | +568.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling