+44.6%
OXY vs QQQI
+2.7%
+41.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.7% | +4.0% | -4.4% |
| 7D | -10.6% | -8.5% | -2.1% | -14.4% |
| 30D | -3.4% | -12.7% | +9.3% | -10.0% |
| 3M | +5.2% | -7.7% | +12.9% | +1.4% |
| 6M | -4.1% | -4.6% | +0.5% | -4.5% |
| YTD | +39.0% | +2.1% | +36.9% | +45.6% |
| 1Y | +44.6% | +2.1% | +42.5% | +52.2% |
| All | +44.6% | +2.7% | +41.9% | +52.2% |
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