+432.0%
XLE vs QQQM
+152.0%
+280.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.1% |
| 7D | +1.7% | -0.6% | +2.3% | +1.8% |
| 30D | +6.7% | -1.2% | +7.9% | +7.0% |
| 3M | +14.9% | -0.1% | +15.0% | +14.5% |
| 6M | +15.9% | +18.0% | -2.1% | +9.5% |
| YTD | +47.7% | +16.7% | +31.0% | +39.8% |
| 1Y | +50.7% | +23.0% | +27.7% | +40.0% |
| 3Y | +57.9% | +93.3% | -35.5% | +26.0% |
| 5Y | +227.0% | +96.3% | +130.7% | +148.2% |
| All | +432.0% | +152.0% | +280.0% | +298.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling