-28.0%
ORCL vs QQQI
+19.4%
-47.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +2.8% |
| 7D | +5.3% | +0.4% | +4.9% | +4.7% |
| 30D | +10.0% | +1.0% | +9.0% | +8.6% |
| 3M | -32.6% | -1.2% | -31.4% | -30.3% |
| 6M | +4.9% | +11.6% | -6.7% | -10.5% |
| YTD | -17.8% | +11.7% | -29.4% | -29.7% |
| 1Y | -28.0% | +18.7% | -46.7% | -37.3% |
| All | -28.0% | +19.4% | -47.3% | -37.3% |
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