+51.8%
QQQI vs LSCC
+77.4%
-25.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.5% | +4.5% | +0.1% |
| 7D | +3.3% | +7.0% | -3.6% | +1.7% |
| 30D | -5.8% | -2.3% | -3.5% | -5.9% |
| 3M | -5.0% | -12.5% | +7.5% | -3.4% |
| 6M | -3.2% | -10.6% | +7.4% | -2.7% |
| YTD | +6.8% | +52.7% | -45.9% | -4.9% |
| 1Y | +9.0% | +74.0% | -65.0% | -5.7% |
| All | +51.8% | +77.4% | -25.6% | +22.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling