+53.7%
QQQI vs LDOS
+23.7%
+30.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.4% | +2.1% |
| 7D | -0.1% | -1.3% | +1.2% | 0.0% |
| 30D | -6.5% | +10.1% | -16.6% | -7.4% |
| 3M | -2.5% | -4.7% | +2.1% | -2.2% |
| 6M | -1.8% | +5.6% | -7.4% | -2.4% |
| YTD | +8.1% | -25.1% | +33.2% | +12.1% |
| 1Y | +8.2% | -31.7% | +39.9% | +13.9% |
| All | +53.7% | +23.7% | +30.0% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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