+58.2%
QQQI vs LCID
-87.1%
+145.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.8% |
| 7D | -0.3% | -9.8% | +9.5% | +0.2% |
| 30D | -0.3% | -35.5% | +35.2% | +2.1% |
| 3M | +1.3% | -18.4% | +19.7% | +1.5% |
| 6M | +11.5% | -60.5% | +72.0% | +16.5% |
| YTD | +11.3% | -60.1% | +71.4% | +15.8% |
| 1Y | +16.9% | -78.8% | +95.7% | +25.9% |
| All | +58.2% | -87.1% | +145.3% | +69.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling