+49.1%
COR vs QQQI
+57.7%
-8.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | +0.3% |
| 7D | -2.8% | -0.3% | -2.5% | -2.9% |
| 30D | +2.6% | -0.3% | +2.8% | +2.5% |
| 3M | +14.5% | +1.3% | +13.1% | +14.8% |
| 6M | -7.8% | +11.5% | -19.3% | -7.5% |
| YTD | -4.2% | +11.3% | -15.5% | -3.9% |
| 1Y | +7.0% | +16.9% | -9.9% | +7.7% |
| All | +49.1% | +57.7% | -8.5% | +53.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling