-5.8%
XLC vs QQQI
+8.3%
-14.1%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.5% | +3.1% |
| 7D | +1.8% | -4.2% | +6.0% | +3.3% |
| 30D | -6.0% | -7.1% | +1.1% | -3.5% |
| 3M | -6.0% | -2.7% | -3.4% | -5.1% |
| 6M | -9.1% | +2.0% | -11.1% | -10.5% |
| YTD | -10.0% | +8.2% | -18.2% | -14.8% |
| 1Y | -5.8% | +8.9% | -14.7% | -11.1% |
| All | -5.8% | +8.3% | -14.1% | -11.1% |
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