+42.8%
LRCX vs QQQI
+8.3%
+34.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -5.0% | -6.9% |
| 7D | -12.8% | -4.2% | -8.5% | -1.1% |
| 30D | -36.0% | -7.1% | -28.9% | -20.0% |
| 3M | -30.2% | -2.7% | -27.6% | -23.7% |
| 6M | -14.2% | +2.0% | -16.2% | -14.0% |
| YTD | +29.7% | +8.2% | +21.5% | +14.4% |
| 1Y | +42.8% | +8.9% | +33.9% | +24.7% |
| All | +42.8% | +8.3% | +34.5% | +24.7% |
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