+51.8%
QQQI vs LDOS
+20.6%
+31.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.5% | -1.0% |
| 7D | +3.3% | -1.6% | +5.0% | +3.5% |
| 30D | -5.8% | +8.2% | -14.0% | -6.6% |
| 3M | -5.0% | -8.2% | +3.2% | -4.3% |
| 6M | -3.2% | +5.8% | -9.0% | -3.8% |
| YTD | +6.8% | -27.0% | +33.8% | +10.9% |
| 1Y | +9.0% | -31.0% | +40.0% | +14.3% |
| All | +51.8% | +20.6% | +31.2% | +45.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling