+357.4%
SOXL vs QQQI
+19.4%
+338.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.2% | +9.7% | +8.6% |
| 7D | +5.3% | +0.4% | +4.9% | +2.4% |
| 30D | -11.2% | +1.0% | -12.2% | -15.5% |
| 3M | -55.4% | -1.2% | -54.1% | -33.7% |
| 6M | +107.1% | +11.6% | +95.5% | +63.4% |
| YTD | +179.0% | +11.7% | +167.4% | +129.3% |
| 1Y | +357.4% | +18.7% | +338.7% | +194.5% |
| All | +357.4% | +19.4% | +338.0% | +194.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling