+5.0%
QQQI vs LYB
+46.7%
-41.7%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +1.1% |
| 7D | -4.2% | -11.5% | +7.3% | -5.2% |
| 30D | -11.6% | +3.8% | -15.4% | -11.3% |
| 3M | -6.4% | -0.2% | -6.2% | -6.3% |
| 6M | -4.7% | -15.6% | +10.9% | -5.2% |
| YTD | +3.3% | +44.9% | -41.6% | +1.6% |
| 1Y | +5.0% | +52.3% | -47.3% | +3.3% |
| All | +5.0% | +46.7% | -41.7% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 LYB 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