+321.8%
ROL vs QSR
+211.0%
+110.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.2% | -1.9% |
| 7D | -3.4% | +0.1% | -3.5% | -3.4% |
| 30D | -6.9% | +5.9% | -12.9% | -8.3% |
| 3M | -24.6% | +10.5% | -35.1% | -26.5% |
| 6M | -39.5% | +7.7% | -47.2% | -40.7% |
| YTD | -41.1% | +16.8% | -57.9% | -43.3% |
| 1Y | -37.9% | +30.9% | -68.8% | -41.9% |
| 3Y | +0.8% | +28.2% | -27.4% | -6.0% |
| 5Y | -4.7% | +45.0% | -49.7% | -14.3% |
| 10Y | +207.9% | +127.3% | +80.6% | +141.9% |
| All | +321.8% | +211.0% | +110.8% | +211.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded QSR 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling