+474.3%
CORZ vs QQQI
+57.7%
+416.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -2.9% |
| 7D | +7.6% | +0.8% | +6.8% | +5.8% |
| 30D | -6.9% | +0.2% | -7.1% | -7.0% |
| 3M | -33.0% | +2.3% | -35.4% | -35.7% |
| 6M | +19.3% | +11.6% | +7.7% | -3.7% |
| YTD | +24.2% | +11.3% | +12.9% | +2.0% |
| 1Y | +24.5% | +17.4% | +7.1% | -8.0% |
| All | +474.3% | +57.7% | +416.6% | +185.6% |
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 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