+58.6%
QQQI vs LBRT
+15.2%
+43.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.9% | -4.0% | -0.6% |
| 7D | +1.3% | +6.9% | -5.6% | +0.5% |
| 30D | +0.2% | +7.8% | -7.6% | -0.8% |
| 3M | +1.5% | -25.3% | +26.8% | +4.3% |
| 6M | +13.2% | -19.6% | +32.8% | +14.8% |
| YTD | +11.6% | +17.2% | -5.6% | +7.3% |
| 1Y | +18.0% | +114.1% | -96.1% | +3.2% |
| All | +58.6% | +15.2% | +43.4% | +46.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling