+520.0%
XOM vs QQQM
+152.0%
+368.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.3% |
| 7D | +4.1% | -0.6% | +4.7% | +4.2% |
| 30D | +4.6% | -1.2% | +5.8% | +4.7% |
| 3M | +14.0% | -0.1% | +14.1% | +13.7% |
| 6M | +11.0% | +18.0% | -7.0% | +7.2% |
| YTD | +40.7% | +16.7% | +24.0% | +36.0% |
| 1Y | +52.3% | +23.0% | +29.3% | +45.4% |
| 3Y | +60.5% | +93.3% | -32.9% | +37.0% |
| 5Y | +266.4% | +96.3% | +170.1% | +198.6% |
| All | +520.0% | +152.0% | +368.0% | +396.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling