+264.4%
LRCX vs QQQI
+57.7%
+206.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -2.0% |
| 7D | -3.1% | -0.3% | -2.7% | -2.2% |
| 30D | -8.6% | -0.3% | -8.3% | -7.7% |
| 3M | -17.7% | +1.3% | -19.0% | -17.4% |
| 6M | +36.4% | +11.5% | +24.9% | +14.5% |
| YTD | +74.5% | +11.3% | +63.3% | +48.7% |
| 1Y | +159.4% | +16.9% | +142.6% | +103.6% |
| All | +264.4% | +57.7% | +206.8% | +74.4% |
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