+56.8%
QQQI vs LCID
-87.2%
+144.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.8% |
| 7D | -1.0% | -9.1% | +8.1% | -0.5% |
| 30D | -0.6% | -37.6% | +37.0% | +2.0% |
| 3M | +3.4% | -11.1% | +14.4% | +2.9% |
| 6M | +10.6% | -59.2% | +69.8% | +15.3% |
| YTD | +10.3% | -60.5% | +70.8% | +14.9% |
| 1Y | +16.3% | -78.5% | +94.8% | +25.2% |
| All | +56.8% | -87.2% | +144.0% | +68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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