+2,876.9%
TQQQ vs XLU
+140.5%
+2,736.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +3.0% |
| 7D | -1.9% | -1.6% | -0.3% | +0.2% |
| 30D | -4.9% | -3.3% | -1.5% | -0.7% |
| 3M | -6.4% | -3.2% | -3.2% | -3.6% |
| 6M | +44.4% | -7.0% | +51.4% | +54.8% |
| YTD | +35.2% | +0.6% | +34.5% | +28.8% |
| 1Y | +49.5% | +2.4% | +47.1% | +38.8% |
| 3Y | +250.7% | +46.3% | +204.5% | +89.2% |
| 5Y | +104.7% | +44.0% | +60.7% | +19.6% |
| All | +2,876.9% | +140.5% | +2,736.4% | +1,134.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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