+469.5%
CORZ vs QQQI
+57.7%
+411.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.9% | +2.4% | +1.3% |
| 7D | +0.3% | -0.3% | +0.6% | +1.1% |
| 30D | -14.0% | -0.3% | -13.8% | -13.2% |
| 3M | -34.1% | +1.3% | -35.4% | -35.4% |
| 6M | +8.5% | +11.5% | -3.0% | -12.2% |
| YTD | +23.2% | +11.3% | +11.9% | +1.3% |
| 1Y | +15.4% | +16.9% | -1.5% | -13.8% |
| All | +469.5% | +57.7% | +411.8% | +183.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling