+29.5%
CL vs QQQI
+7.5%
+22.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.8% | +1.5% |
| 7D | +3.2% | +3.3% | -0.1% | +4.4% |
| 30D | +8.0% | -5.8% | +13.8% | +5.8% |
| 3M | +7.9% | -5.0% | +12.9% | +5.9% |
| 6M | +14.7% | -3.2% | +17.9% | +13.4% |
| YTD | +29.2% | +6.8% | +22.4% | +27.6% |
| 1Y | +29.5% | +9.0% | +20.5% | +29.4% |
| All | +29.5% | +7.5% | +22.0% | +29.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling