+13.1%
SBUX vs QQQI
+56.3%
-43.2%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.2% |
| 7D | -6.2% | -1.0% | -5.2% | -5.6% |
| 30D | -6.4% | -0.6% | -5.9% | -6.1% |
| 3M | +1.0% | +3.4% | -2.3% | -2.1% |
| 6M | -0.4% | +10.6% | -11.0% | -9.2% |
| YTD | +20.0% | +10.3% | +9.7% | +9.5% |
| 1Y | +22.8% | +16.3% | +6.4% | +6.8% |
| All | +13.1% | +56.3% | -43.2% | -21.9% |
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