-61.3%
CHTR vs QQQI
+57.7%
-119.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +3.4% |
| 7D | -4.1% | -0.3% | -3.7% | -4.0% |
| 30D | -3.0% | -0.3% | -2.7% | -2.9% |
| 3M | +4.8% | +1.3% | +3.4% | +4.0% |
| 6M | -35.0% | +11.5% | -46.5% | -38.6% |
| YTD | -30.2% | +11.3% | -41.5% | -34.1% |
| 1Y | -44.8% | +16.9% | -61.6% | -49.4% |
| All | -61.3% | +57.7% | -119.0% | -69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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