+2,876.9%
TQQQ vs XOM
+194.6%
+2,682.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.1% | +2.2% |
| 7D | -1.9% | +4.1% | -6.0% | -4.7% |
| 30D | -4.9% | +4.6% | -9.4% | -8.3% |
| 3M | -6.4% | +14.0% | -20.4% | -16.5% |
| 6M | +44.4% | +11.0% | +33.4% | +26.9% |
| YTD | +35.2% | +40.7% | -5.5% | -3.0% |
| 1Y | +49.5% | +52.3% | -2.8% | -0.1% |
| 3Y | +250.7% | +60.5% | +190.3% | +117.4% |
| 5Y | +104.7% | +266.4% | -161.7% | -44.5% |
| All | +2,876.9% | +194.6% | +2,682.3% | +981.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XOM.
Daily Out/Under-Performance
Portfolio return minus XOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOM 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 XOM 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