+34,426.4%
TQQQ vs XLY
+856.9%
+33,569.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +0.2% |
| 7D | -1.9% | -1.7% | -0.2% | +2.6% |
| 30D | -4.9% | -4.2% | -0.7% | +5.8% |
| 3M | -6.4% | -2.7% | -3.7% | -0.7% |
| 6M | +44.4% | -0.6% | +45.0% | +47.5% |
| YTD | +35.2% | -5.0% | +40.2% | +56.2% |
| 1Y | +49.5% | -4.1% | +53.6% | +69.2% |
| 3Y | +250.7% | +33.6% | +217.1% | +87.6% |
| 5Y | +104.7% | +28.7% | +76.0% | +63.9% |
| 10Y | +3,029.5% | +219.6% | +2,809.9% | +261.0% |
| All | +34,426.4% | +856.9% | +33,569.5% | +296.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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