+115.2%
RCL vs QQQI
+58.1%
+57.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.1% |
| 7D | -0.5% | +1.3% | -1.8% | -2.1% |
| 30D | -17.3% | +0.2% | -17.6% | -17.6% |
| 3M | -2.8% | +1.5% | -4.3% | -5.1% |
| 6M | -4.4% | +13.2% | -17.6% | -19.0% |
| YTD | -4.2% | +11.6% | -15.7% | -17.2% |
| 1Y | -23.4% | +18.0% | -41.4% | -39.0% |
| All | +115.2% | +58.1% | +57.2% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 all: compounded portfolio wealth divided by compounded QQQI 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…
all analysis · Full analysis span regression · 6 months rolling