+58.2%
QQQI vs LCID
-86.9%
+145.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.8% | +7.5% | +0.2% |
| 7D | +0.8% | -9.3% | +10.2% | +1.4% |
| 30D | +0.2% | -35.4% | +35.6% | +2.6% |
| 3M | +2.3% | -17.1% | +19.4% | +2.3% |
| 6M | +11.6% | -58.9% | +70.5% | +16.3% |
| YTD | +11.3% | -59.6% | +70.9% | +15.8% |
| 1Y | +17.4% | -78.0% | +95.4% | +26.2% |
| All | +58.2% | -86.9% | +145.2% | +69.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling