+58.2%
QQQI vs LBRT
+18.8%
+39.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.1% | -3.3% | -0.6% |
| 7D | +0.8% | +10.2% | -9.4% | -0.3% |
| 30D | +0.2% | +4.9% | -4.7% | -0.5% |
| 3M | +2.3% | -21.2% | +23.6% | +4.5% |
| 6M | +11.6% | -19.9% | +31.5% | +13.2% |
| YTD | +11.3% | +20.8% | -9.5% | +6.6% |
| 1Y | +17.4% | +123.5% | -106.1% | +2.1% |
| All | +58.2% | +18.8% | +39.5% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 3y: compounded portfolio wealth divided by compounded LBRT 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…
3y analysis · Full analysis span regression · 6 months rolling