+9.9%
OXY vs QQQI
+57.7%
-47.8%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.2% |
| 7D | +2.8% | -0.3% | +3.2% | +2.9% |
| 30D | +5.5% | -0.3% | +5.7% | +5.5% |
| 3M | +11.3% | +1.3% | +10.0% | +10.4% |
| 6M | +11.6% | +11.5% | +0.1% | +5.5% |
| YTD | +51.6% | +11.3% | +40.3% | +43.1% |
| 1Y | +36.2% | +16.9% | +19.3% | +23.9% |
| All | +9.9% | +57.7% | -47.8% | -17.6% |
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