+33,565.4%
TQQQ vs XOM
+372.5%
+33,192.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.6% | -3.9% | -3.8% |
| 7D | -3.9% | +1.9% | -5.8% | -5.7% |
| 30D | -5.3% | +4.1% | -9.3% | -9.4% |
| 3M | +0.1% | +10.4% | -10.3% | -11.8% |
| 6M | +40.7% | +13.0% | +27.6% | +15.9% |
| YTD | +31.8% | +40.1% | -8.3% | -14.3% |
| 1Y | +48.2% | +51.1% | -2.9% | -11.8% |
| 3Y | +253.6% | +57.7% | +195.9% | +90.8% |
| 5Y | +99.6% | +264.7% | -165.1% | -63.8% |
| 10Y | +2,951.5% | +193.1% | +2,758.4% | +643.6% |
| All | +33,565.4% | +372.5% | +33,192.9% | +3,189.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling