+60.7%
COP vs QQQI
+8.3%
+52.3%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.0% | -6.2% | -4.6% |
| 7D | -8.1% | -4.2% | -3.9% | -10.2% |
| 30D | +6.7% | -7.1% | +13.7% | +2.6% |
| 3M | +16.9% | -2.7% | +19.5% | +15.4% |
| 6M | +11.2% | +2.0% | +9.2% | +13.0% |
| YTD | +49.5% | +8.2% | +41.3% | +55.9% |
| 1Y | +60.7% | +8.9% | +51.8% | +68.2% |
| All | +60.7% | +8.3% | +52.3% | +68.2% |
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