+317.7%
SOXL vs QQQI
+16.9%
+300.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.9% | +4.3% | -1.0% |
| 7D | +3.9% | -0.3% | +4.2% | +6.8% |
| 30D | -14.3% | -0.3% | -14.0% | -11.0% |
| 3M | -45.6% | +1.3% | -47.0% | -37.2% |
| 6M | +117.2% | +11.5% | +105.7% | +71.2% |
| YTD | +189.8% | +11.3% | +178.6% | +144.6% |
| 1Y | +317.7% | +16.9% | +300.9% | +157.6% |
| All | +317.7% | +16.9% | +300.8% | +157.6% |
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