+49.6%
USO vs QQQI
+10.6%
+39.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.9% | +6.5% | +4.6% |
| 7D | +11.5% | -1.0% | +12.5% | +10.2% |
| 30D | +24.1% | -0.6% | +24.7% | +23.5% |
| 3M | +17.9% | +3.4% | +14.6% | +26.2% |
| 6M | +49.6% | +10.6% | +39.0% | +104.2% |
| All | +49.6% | +10.6% | +39.0% | +104.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling