+45.6%
ORCL vs QQQI
+57.7%
-12.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.2% |
| 7D | +10.9% | +0.8% | +10.1% | +9.6% |
| 30D | +7.0% | +0.2% | +6.9% | +7.1% |
| 3M | -21.2% | +2.3% | -23.5% | -23.5% |
| 6M | +7.4% | +11.6% | -4.2% | -6.9% |
| YTD | -16.3% | +11.3% | -27.6% | -26.9% |
| 1Y | -32.3% | +17.4% | -49.7% | -44.8% |
| All | +45.6% | +57.7% | -12.1% | -15.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling