+16.9%
QQQI vs LSCC
+78.0%
-61.1%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.9% | -4.0% | -0.1% |
| 7D | -0.3% | +3.3% | -3.7% | -1.0% |
| 30D | -0.3% | -7.4% | +7.1% | +1.1% |
| 3M | +1.3% | -16.2% | +17.5% | +4.1% |
| 6M | +11.5% | +31.9% | -20.4% | +5.8% |
| YTD | +11.3% | +62.8% | -51.5% | +1.4% |
| 1Y | +16.9% | +81.4% | -64.5% | +5.3% |
| All | +16.9% | +78.0% | -61.1% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 1y: compounded portfolio wealth divided by compounded LSCC 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…
1y analysis · Full analysis span regression · 6 months rolling