+56.8%
QQQI vs LSCC
+80.2%
-23.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.7% |
| 7D | -1.0% | +0.4% | -1.5% | -1.1% |
| 30D | -0.6% | -9.5% | +8.9% | +1.3% |
| 3M | +3.4% | -13.8% | +17.1% | +5.8% |
| 6M | +10.6% | +24.5% | -13.9% | +4.4% |
| YTD | +10.3% | +55.1% | -44.8% | -1.2% |
| 1Y | +16.3% | +72.5% | -56.1% | +1.3% |
| All | +56.8% | +80.2% | -23.4% | +27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling