+58.2%
QQQI vs LDOS
+18.0%
+40.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | -0.2% |
| 7D | +0.8% | -4.2% | +5.0% | +1.3% |
| 30D | +0.2% | -7.9% | +8.0% | +0.9% |
| 3M | +2.3% | +4.1% | -1.8% | +2.0% |
| 6M | +11.6% | -28.2% | +39.8% | +16.6% |
| YTD | +11.3% | -28.5% | +39.8% | +16.0% |
| 1Y | +17.4% | -27.7% | +45.1% | +21.9% |
| All | +58.2% | +18.0% | +40.3% | +52.6% |
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