+2.1%
QQQI vs ODFL
+22.2%
-20.1%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.9% | -0.8% | -5.1% |
| 7D | -8.5% | -1.0% | -7.5% | -8.3% |
| 30D | -12.7% | -4.2% | -8.5% | -12.4% |
| 3M | -7.7% | -20.7% | +13.0% | -5.6% |
| 6M | -4.6% | -12.8% | +8.1% | -3.3% |
| YTD | +2.1% | +9.2% | -7.2% | +1.0% |
| 1Y | +2.1% | +21.9% | -19.8% | +0.2% |
| All | +2.1% | +22.2% | -20.1% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ODFL.
Daily Out/Under-Performance
Portfolio return minus ODFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ODFL 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 ODFL 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