+105.2%
TQQQ vs XOP
+158.8%
-53.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.4% | +2.5% |
| 7D | -1.9% | +2.6% | -4.5% | -3.6% |
| 30D | -4.9% | +9.6% | -14.5% | -10.7% |
| 3M | -6.4% | +20.4% | -26.8% | -18.8% |
| 6M | +44.4% | +19.9% | +24.5% | +20.8% |
| YTD | +35.2% | +56.4% | -21.2% | -9.8% |
| 1Y | +49.5% | +52.4% | -2.9% | +1.2% |
| 3Y | +250.7% | +39.9% | +210.8% | +150.7% |
| All | +105.2% | +158.8% | -53.7% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 5y: compounded portfolio wealth divided by compounded XOP 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…
5y analysis · Full analysis span regression · 6 months rolling