+58.2%
QQQI vs COO
-42.9%
+101.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +0.9% |
| 7D | -0.3% | -22.5% | +22.2% | +2.7% |
| 30D | -0.3% | -29.7% | +29.5% | +4.0% |
| 3M | +1.3% | -20.1% | +21.5% | +3.8% |
| 6M | +11.5% | -26.9% | +38.4% | +15.9% |
| YTD | +11.3% | -34.2% | +45.5% | +17.7% |
| 1Y | +16.9% | -21.3% | +38.1% | +19.7% |
| All | +58.2% | -42.9% | +101.1% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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