+83.6%
QQQM vs LBRT
-27.1%
+110.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.4% |
| 7D | +3.6% | +9.2% | -5.6% | +2.3% |
| 30D | -6.7% | -27.5% | +20.8% | -3.1% |
| 3M | -7.0% | -37.9% | +30.9% | -1.7% |
| 6M | -4.6% | -60.7% | +56.1% | +6.2% |
| YTD | +11.1% | -28.5% | +39.6% | +12.9% |
| 1Y | +12.3% | -13.2% | +25.5% | +10.8% |
| 3Y | +83.6% | -28.8% | +112.4% | +78.9% |
| All | +83.6% | -27.1% | +110.7% | +78.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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