+429.0%
XLE vs QQQM
+153.2%
+275.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | 0.0% | +1.5% | -1.5% | -0.4% |
| 30D | +12.6% | -0.7% | +13.3% | +12.8% |
| 3M | +11.8% | +0.4% | +11.4% | +11.3% |
| 6M | +16.1% | +20.1% | -4.0% | +9.0% |
| YTD | +46.9% | +17.2% | +29.6% | +38.9% |
| 1Y | +53.3% | +24.7% | +28.5% | +41.7% |
| 3Y | +54.9% | +96.6% | -41.6% | +23.0% |
| 5Y | +225.7% | +95.0% | +130.7% | +147.3% |
| All | +429.0% | +153.2% | +275.9% | +295.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded QQQM 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling