+68.8%
SHEL vs QQQI
+57.7%
+11.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | 0.0% | +0.6% |
| 7D | +4.1% | -0.3% | +4.5% | +4.2% |
| 30D | +8.4% | -0.3% | +8.7% | +8.4% |
| 3M | +13.7% | +1.3% | +12.4% | +12.9% |
| 6M | +12.7% | +11.5% | +1.2% | +7.8% |
| YTD | +35.3% | +11.3% | +24.0% | +29.5% |
| 1Y | +39.4% | +16.9% | +22.5% | +30.5% |
| All | +68.8% | +57.7% | +11.1% | +39.8% |
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