-23.6%
TSCO vs QQQI
+57.7%
-81.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.8% |
| 7D | -5.7% | -0.3% | -5.3% | -5.5% |
| 30D | -8.8% | -0.3% | -8.5% | -8.7% |
| 3M | +6.3% | +1.3% | +5.0% | +5.6% |
| 6M | -32.3% | +11.5% | -43.8% | -35.6% |
| YTD | -32.7% | +11.3% | -44.0% | -36.1% |
| 1Y | -43.7% | +16.9% | -60.6% | -47.8% |
| All | -23.6% | +57.7% | -81.3% | -39.3% |
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