+60.5%
XOM vs QQQM
+94.0%
-33.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.4% |
| 7D | +4.1% | -0.6% | +4.7% | +4.1% |
| 30D | +4.6% | -1.2% | +5.8% | +4.6% |
| 3M | +14.0% | -0.1% | +14.1% | +13.9% |
| 6M | +11.0% | +18.0% | -7.0% | +9.1% |
| YTD | +40.7% | +16.7% | +24.0% | +38.4% |
| 1Y | +52.3% | +23.0% | +29.3% | +48.2% |
| 3Y | +60.5% | +93.3% | -32.9% | +48.0% |
| All | +60.5% | +94.0% | -33.6% | +48.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling