+33,565.4%
TQQQ vs XOP
+59.2%
+33,506.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.4% |
| 7D | -3.9% | +1.6% | -5.5% | -5.1% |
| 30D | -5.3% | +9.6% | -14.9% | -11.6% |
| 3M | +0.1% | +16.9% | -16.8% | -12.6% |
| 6M | +40.7% | +24.0% | +16.6% | +13.5% |
| YTD | +31.8% | +56.2% | -24.4% | -11.8% |
| 1Y | +48.2% | +51.8% | -3.6% | +0.8% |
| 3Y | +253.6% | +37.0% | +216.7% | +162.4% |
| 5Y | +99.6% | +163.4% | -63.8% | -11.7% |
| 10Y | +2,951.5% | +56.6% | +2,894.9% | +1,578.3% |
| All | +33,565.4% | +59.2% | +33,506.2% | +13,658.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling