+23.6%
ORLY vs QQQI
+57.7%
-34.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.3% |
| 7D | -2.4% | -0.3% | -2.0% | -2.3% |
| 30D | -6.8% | -0.3% | -6.5% | -6.8% |
| 3M | -4.8% | +1.3% | -6.1% | -4.9% |
| 6M | -9.1% | +11.5% | -20.6% | -10.6% |
| YTD | -5.9% | +11.3% | -17.2% | -7.4% |
| 1Y | -20.4% | +16.9% | -37.3% | -22.4% |
| All | +23.6% | +57.7% | -34.0% | +8.8% |
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